HFS
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Hughes Financial Services’s Otter Tail OTTR Stock Holding History

Hughes Financial Services’s Portfolio OTTR Stock Details OTTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$270 Buy
3
+1
+50% +$88 ﹤0.01% 1210
2026
Q1 		$176 Buy
2
+1
+100% +$87 ﹤0.01% 1128
2025
Q4 		$81 Buy
+1
New +$81 ﹤0.01% 1082

Other funds holding OTTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Hughes Financial Services's OTTR Position: Q2 2026 in Review

Hughes Financial Services increased its Otter Tail (OTTR) stake by 50% in Q2 2026, buying an estimated $88 and bringing the position to 3 shares worth $270. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

Hughes Financial Services first reported a position in OTTR in Q4 2025 and has held it in 3 quarters since. 363 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Hughes Financial Services held 3 shares of Otter Tail worth $270 as of Q2 2026.
  • Hughes Financial Services bought 1 Otter Tail share in Q2 2026, an estimated $88.
  • Otter Tail made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1210 holding.
  • Hughes Financial Services first reported a position in Otter Tail in Q4 2025 and has held it in 3 quarters since.
  • 363 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.