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JNBA Financial Advisors’s Otis Worldwide OTIS Stock Holding History

JNBA Financial Advisors’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 		$21.7K Hold
303
– – ﹤0.01% 426
2026
Q1 		$23.4K Sell
303
-151
-33% -$13.2K ﹤0.01% 398
2025
Q4 		$39.7K Hold
454
– – ﹤0.01% 338
2025
Q3 		$41.5K Hold
454
– – ﹤0.01% 322
2025
Q2 		$45K Hold
454
– – ﹤0.01% 304
2025
Q1 		$46.9K Sell
454
-99
-18% -$9.67K ﹤0.01% 289
2024
Q4 		$51.2K Hold
553
– – 0.01% 281
2024
Q3 		$57.5K Hold
553
– – 0.01% 272
2024
Q2 		$53.2K Hold
553
– – 0.01% 278
2024
Q1 		$54.9K Hold
553
– – 0.01% 276
2023
Q4 		$49.5K Sell
553
-8
-1% -$665 0.01% 283
2023
Q3 		$45.1K Hold
561
– – 0.01% 291
2023
Q2 		$49.9K Buy
561
+250
+80% +$21.1K 0.01% 279
2023
Q1 		$26.2K Hold
311
– – ﹤0.01% 358
2022
Q4 		$24.4K Hold
311
– – ﹤0.01% 352
2022
Q3 		$20K Buy
311
+58
+23% +$4.24K ﹤0.01% 377
2022
Q2 		$18K Hold
253
– – ﹤0.01% 409
2022
Q1 		$19K Hold
253
– – ﹤0.01% 413
2021
Q4 		$22K Buy
253
+8
+3% +$670 ﹤0.01% 406
2021
Q3 		$20K Sell
245
-12
-5% -$1.05K ﹤0.01% 418
2021
Q2 		$21K Buy
257
+12
+5% +$924 ﹤0.01% 400
2021
Q1 		$17K Hold
245
– – ﹤0.01% 403
2020
Q4 		$17K Sell
245
-70
-22% -$4.54K ﹤0.01% 382
2020
Q3 		$20K Sell
315
-65
-17% -$3.98K ﹤0.01% 345
2020
Q2 		$22K Buy
+380
New +$19.7K ﹤0.01% 322

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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

JNBA Financial Advisors's OTIS Position: Q2 2026 in Review

JNBA Financial Advisors held its Otis Worldwide (OTIS) position steady in Q2 2026 at 303 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

JNBA Financial Advisors first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $57.5K in Q3 2024. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • JNBA Financial Advisors held 303 shares of Otis Worldwide worth $21.7K as of Q2 2026.
  • JNBA Financial Advisors left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #426 holding.
  • JNBA Financial Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • JNBA Financial Advisors's Otis Worldwide position peaked at $57.5K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.