IFS
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Ifrah Financial Services’s Otter Tail OTTR Stock Holding History

Ifrah 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 		$315K Buy
3,497
+23
+0.7% +$2.03K 0.08% 161
2026
Q1 		$305K Sell
3,474
-106
-3% -$9.17K 0.08% 151
2025
Q4 		$289K Sell
3,580
-58
-2% -$4.7K 0.07% 162
2025
Q3 		$298K Sell
3,638
-48
-1% -$3.89K 0.08% 157
2025
Q2 		$284K Buy
3,686
+9
+0.2% +$703 0.08% 164
2025
Q1 		$296K Sell
3,677
-100
-3% -$7.92K 0.08% 154
2024
Q4 		$279K Sell
3,777
-2
-0.1% -$157 0.08% 163
2024
Q3 		$295K Buy
3,779
+29
+0.8% +$2.51K 0.08% 163
2024
Q2 		$328K Sell
3,750
-28
-0.7% -$2.45K 0.09% 148
2024
Q1 		$326K Buy
3,778
+68
+2% +$5.91K 0.09% 159
2023
Q4 		$315K Buy
3,710
+44
+1% +$3.4K 0.09% 155
2023
Q3 		$278K Buy
3,666
+8
+0.2% +$657 0.09% 159
2023
Q2 		$289K Buy
3,658
+64
+2% +$4.81K 0.09% 158
2023
Q1 		$260K Sell
3,594
-151
-4% -$10K 0.08% 166
2022
Q4 		$220K Buy
3,745
+11
+0.3% +$659 0.07% 191
2022
Q3 		$230K Sell
3,734
-168
-4% -$12.1K 0.08% 168
2022
Q2 		$262K Sell
3,902
-128
-3% -$8.14K 0.09% 162
2022
Q1 		$252K Sell
4,030
-81
-2% -$5.08K 0.07% 189
2021
Q4 		$294K Sell
4,111
-176
-4% -$11.4K 0.08% 171
2021
Q3 		$240K Buy
4,287
+52
+1% +$2.76K 0.07% 188
2021
Q2 		$207K Buy
+4,235
New +$203K 0.06% 207

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 $3.37T AUM 44.26% 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

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

Ifrah Financial Services increased its Otter Tail (OTTR) stake by 0.66% in Q2 2026, buying an estimated $2.03K and bringing the position to 3,497 shares worth $315K. The position accounts for 0.08% of the portfolio, ranked #161.

Ifrah Financial Services first reported a position in OTTR in Q2 2021 and has held it in 21 quarters since. The position peaked at $328K in Q2 2024. 360 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Ifrah Financial Services held 3,497 shares of Otter Tail worth $315K as of Q2 2026.
  • Ifrah Financial Services bought 23 Otter Tail shares in Q2 2026, an estimated $2.03K.
  • Otter Tail made up 0.08% of Ifrah Financial Services's portfolio in Q2 2026, its #161 holding.
  • Ifrah Financial Services first reported a position in Otter Tail in Q2 2021 and has held it in 21 quarters since.
  • Ifrah Financial Services's Otter Tail position peaked at $328K in Q2 2024.
  • 360 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Ifrah Financial Services's 13F filing for Q2 2026, filed 21 Jul 2026.