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Independence Bank of Kentucky’s Otis Worldwide OTIS Stock Holding History

Independence Bank of Kentucky’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.7K Hold
401
– – ﹤0.01% 440
2026
Q1 		$30.9K Sell
401
-410
-51% -$35.9K ﹤0.01% 449
2025
Q4 		$70.8K Hold
811
– – 0.01% 391
2025
Q3 		$74.2K Hold
811
– – 0.01% 377
2025
Q2 		$80.3K Hold
811
– – 0.01% 359
2025
Q1 		$83.7K Sell
811
-90
-10% -$8.79K 0.01% 358
2024
Q4 		$83.4K Hold
901
– – 0.01% 356
2024
Q3 		$93.7K Hold
901
– – 0.02% 334
2024
Q2 		$86.7K Hold
901
– – 0.02% 309
2024
Q1 		$89.4K Hold
901
– – 0.03% 286
2023
Q4 		$80.6K Buy
901
+350
+64% +$29.1K 0.03% 275
2023
Q3 		$44.3K Hold
551
– – 0.02% 296
2023
Q2 		$49K Hold
551
– – 0.02% 291
2023
Q1 		$46.5K Hold
551
– – 0.02% 266
2022
Q4 		$43K Buy
551
+500
+980% +$36.9K 0.02% 268
2022
Q3 		$3K Hold
51
– – ﹤0.01% 398
2022
Q2 		$4K Hold
51
– – ﹤0.01% 385
2022
Q1 		$4K Hold
51
– – ﹤0.01% 385
2021
Q4 		$4K Hold
51
– – ﹤0.01% 375
2021
Q3 		$4K Hold
51
– – ﹤0.01% 373
2021
Q2 		$4K Hold
51
– – ﹤0.01% 365
2021
Q1 		$3K Hold
51
– – ﹤0.01% 367
2020
Q4 		$3K Hold
51
– – ﹤0.01% 362
2020
Q3 		$3K Sell
51
-399
-89% -$24.4K ﹤0.01% 354
2020
Q2 		$26K Buy
+450
New +$23.3K 0.02% 239

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Independence Bank of Kentucky's OTIS Position: Q2 2026 in Review

Independence Bank of Kentucky held its Otis Worldwide (OTIS) position steady in Q2 2026 at 401 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Independence Bank of Kentucky first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $93.7K in Q3 2024. 483 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Independence Bank of Kentucky held 401 shares of Otis Worldwide worth $28.7K as of Q2 2026.
  • Independence Bank of Kentucky left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #440 holding.
  • Independence Bank of Kentucky first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Independence Bank of Kentucky's Otis Worldwide position peaked at $93.7K in Q3 2024.
  • 483 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.