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Johnson Financial Group Inc (Wisconsin)’s Otter Tail OTTR Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$90K Buy
+1,000
New +$88.3K ﹤0.01% 406
2024
Q3 		– Sell
-401
Closed -$35.1K – 1009
2024
Q2 		$35.1K Buy
+401
New +$35.1K ﹤0.01% 475

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State Street
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LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s OTTR Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) opened a new position in Otter Tail (OTTR) in Q2 2026: 1,000 shares worth $90K. The stake represents ﹤0.01% of the portfolio and ranks #406 among its holdings. This is a return to the name: Johnson Financial Group Inc (Wisconsin) previously reported a position in OTTR as recently as Q2 2024.

Johnson Financial Group Inc (Wisconsin) first reported a position in OTTR in Q2 2024 and has held it in 2 quarters since. 363 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 1,000 shares of Otter Tail worth $90K as of Q2 2026.
  • Otter Tail was a new Johnson Financial Group Inc (Wisconsin) position in Q2 2026.
  • Otter Tail made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #406 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Otter Tail in Q2 2024 and has held it in 2 quarters since.
  • 363 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.