Independence Bank of Kentucky’s Otter Tail OTTR Stock Holding History

Independence Bank of Kentucky’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 Q1	–	Sell	-200	Closed	-$16.2K	–	695
2025 Q4	$16.2K	Hold	200	–	–	﹤0.01%	505
2025 Q3	$16.4K	Hold	200	–	–	﹤0.01%	503
2025 Q2	$15.4K	Hold	200	–	–	﹤0.01%	502
2025 Q1	$16.1K	Hold	200	–	–	﹤0.01%	481
2024 Q4	$14.8K	Hold	200	–	–	﹤0.01%	493
2024 Q3	$15.6K	Hold	200	–	–	﹤0.01%	453
2024 Q2	$17.5K	Hold	200	–	–	﹤0.01%	412
2024 Q1	$17.3K	Hold	200	–	–	0.01%	406
2023 Q4	$17K	Hold	200	–	–	0.01%	387
2023 Q3	$15.2K	Hold	200	–	–	0.01%	369
2023 Q2	$15.8K	Hold	200	–	–	0.01%	361
2023 Q1	$14.5K	Hold	200	–	–	0.01%	341
2022 Q4	$12K	Hold	200	–	–	0.01%	346
2022 Q3	$12K	Hold	200	–	–	0.01%	330
2022 Q2	$13K	Hold	200	–	–	0.01%	334
2022 Q1	$13K	Hold	200	–	–	0.01%	336
2021 Q4	$14K	Hold	200	–	–	0.01%	322
2021 Q3	$11K	Hold	200	–	–	﹤0.01%	336
2021 Q2	$10K	Hold	200	–	–	﹤0.01%	337
2021 Q1	$9K	Hold	200	–	–	﹤0.01%	336
2020 Q4	$9K	Hold	200	–	–	﹤0.01%	328
2020 Q3	$7K	Hold	200	–	–	﹤0.01%	322
2020 Q2	$8K	Hold	200	–	–	0.01%	292
2020 Q1	$9K	Hold	200	–	–	0.01%	290
2019 Q4	$10K	Buy	+200	New	+$10.4K	0.01%	301
2018 Q4	–	Sell	-700	Closed	-$34K	–	379
2018 Q3	$34K	Hold	700	–	–	0.03%	207
2018 Q2	$33K	Sell	700 -200	-22%	-$9.01K	0.03%	190
2018 Q1	$39K	Hold	900	–	–	0.03%	177
2017 Q4	$40K	Buy	+900	New	+$41.3K	0.03%	179

Other funds holding OTTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Independence Bank of Kentucky's OTTR Position: Q1 2026 in Review

Independence Bank of Kentucky sold out of Otter Tail (OTTR) in Q1 2026, closing a stake of 200 shares — an estimated $16.2K sold.

Independence Bank of Kentucky first reported a position in OTTR in Q4 2017 and held it in 29 quarters. The position peaked at $40K in Q4 2017. 346 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

Independence Bank of Kentucky reported no remaining Otter Tail position as of Q1 2026 after selling out during the quarter.
Independence Bank of Kentucky sold 200 Otter Tail shares in Q1 2026, an estimated $16.2K.
Independence Bank of Kentucky first reported a position in Otter Tail in Q4 2017 and held it in 29 quarters.
Independence Bank of Kentucky's Otter Tail position peaked at $40K in Q4 2017.
346 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Independence Bank of Kentucky's 13F filing for Q1 2026, filed 30 Apr 2026.