Jefferies Financial Group’s Otter Tail OTTR Stock Holding History

Jefferies Financial Group’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	$907K	Buy	+10,082	New	+$891K	0.01%	1013
2026 Q1	–	Sell	-16,500	Closed	-$1.33M	–	2089
2025 Q4	$1.33M	Buy	+16,500	New	+$1.34M	0.01%	958
2025 Q2	–	Sell	-20,100	Closed	-$1.62M	–	1678
2025 Q1	$1.62M	Sell	20,100 -20,518	-51%	-$1.62M	0.01%	641
2024 Q4	$3M	Buy	40,618 +12,318	+44%	+$965K	0.02%	526
2024 Q3	$2.21M	Buy	+28,300	New	+$2.45M	0.02%	566
2024 Q1	–	Sell	-21,218	Closed	-$1.8M	–	1913
2023 Q4	$1.8M	Buy	+21,218	New	+$1.64M	0.01%	755

Other funds holding OTTR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Jefferies Financial Group's OTTR Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in Otter Tail (OTTR) in Q2 2026: 10,082 shares worth $907K. The stake represents 0.01% of the portfolio and ranks #1013 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in OTTR as recently as Q4 2025.

Jefferies Financial Group first reported a position in OTTR in Q4 2023 and has held it in 6 quarters since. The position peaked at $3M in Q4 2024. 360 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Jefferies Financial Group held 10,082 shares of Otter Tail worth $907K as of Q2 2026.
Otter Tail was a new Jefferies Financial Group position in Q2 2026.
Otter Tail made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1013 holding.
Jefferies Financial Group first reported a position in Otter Tail in Q4 2023 and has held it in 6 quarters since.
Jefferies Financial Group's Otter Tail position peaked at $3M in Q4 2024.
360 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.