Jones Financial Companies’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
Other funds holding OTTR
Jones Financial Companies's OTTR Position: Q2 2026 in Review
Jones Financial Companies increased its Otter Tail (OTTR) stake by 77% in Q2 2026, buying an estimated $455K and bringing the position to 11,866 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1855.
Jones Financial Companies first reported a position in OTTR in Q4 2020 and has held it in 12 quarters since. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.
- Jones Financial Companies held 11,866 shares of Otter Tail worth $1.08M as of Q2 2026.
- Jones Financial Companies bought 5,147 Otter Tail shares in Q2 2026, an estimated $455K.
- Otter Tail made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1855 holding.
- Jones Financial Companies first reported a position in Otter Tail in Q4 2020 and has held it in 12 quarters since.
- 359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.
Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.