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
Q3 		$310K Buy
3,517
+20
+0.6% +$1.81K 0.08% 158
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
WFL
Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

Ifrah Financial Services's OTTR Position: Q3 2026 in Review

Ifrah Financial Services increased its Otter Tail (OTTR) stake by 0.57% in Q3 2026, buying an estimated $1.81K and bringing the position to 3,517 shares worth $310K. The position accounts for 0.08% of the portfolio, ranked #158.

Ifrah Financial Services first reported a position in OTTR in Q2 2021 and has held it in 22 quarters since. The position peaked at $328K in Q2 2024. 26 funds tracked by Wall St. Rank hold OTTR as of Q3 2026.

  • Ifrah Financial Services held 3,517 shares of Otter Tail worth $310K as of Q3 2026.
  • Ifrah Financial Services bought 20 Otter Tail shares in Q3 2026, an estimated $1.81K.
  • Otter Tail made up 0.08% of Ifrah Financial Services's portfolio in Q3 2026, its #158 holding.
  • Ifrah Financial Services first reported a position in Otter Tail in Q2 2021 and has held it in 22 quarters since.
  • Ifrah Financial Services's Otter Tail position peaked at $328K in Q2 2024.
  • 26 funds tracked by Wall St. Rank held Otter Tail as of Q3 2026.

Based on Ifrah Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.