Jump Financial’s Otter Tail OTTR Stock Holding History

Jump Financial’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	$1.39M	Buy	+15,400	New	+$1.36M	0.01%	1042
2026 Q1	–	Sell	-4,115	Closed	-$333K	–	2274
2025 Q4	$333K	Sell	4,115 -11,385	-73%	-$922K	﹤0.01%	1495
2025 Q3	$1.27M	Buy	15,500 +11,430	+281%	+$927K	0.02%	904
2025 Q2	$314K	Buy	+4,070	New	+$318K	﹤0.01%	1398
2024 Q1	–	Sell	-13,765	Closed	-$1.17M	–	2190
2023 Q4	$1.17M	Buy	13,765 +4,565	+50%	+$352K	0.04%	631
2023 Q3	$698K	Buy	+9,200	New	+$755K	0.03%	837
2022 Q4	–	Sell	-10,200	Closed	-$628K	–	1915
2022 Q3	$628K	Sell	10,200 -11,800	-54%	-$851K	0.02%	802
2022 Q2	$1.48M	Buy	22,000 +5,577	+34%	+$355K	0.06%	433
2022 Q1	$1.03M	Buy	+16,423	New	+$1.03M	0.04%	512

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

Jump Financial's OTTR Position: Q2 2026 in Review

Jump Financial opened a new position in Otter Tail (OTTR) in Q2 2026: 15,400 shares worth $1.39M. The stake represents 0.01% of the portfolio and ranks #1042 among its holdings. This is a return to the name: Jump Financial previously reported a position in OTTR as recently as Q4 2025.

Jump Financial first reported a position in OTTR in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.48M in Q2 2022. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Jump Financial held 15,400 shares of Otter Tail worth $1.39M as of Q2 2026.
Otter Tail was a new Jump Financial position in Q2 2026.
Otter Tail made up 0.01% of Jump Financial's portfolio in Q2 2026, its #1042 holding.
Jump Financial first reported a position in Otter Tail in Q1 2022 and has held it in 9 quarters since.
Jump Financial's Otter Tail position peaked at $1.48M in Q2 2022.
359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.