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LRI Investments’s Otter Tail OTTR Stock Holding History

LRI Investments’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 		$180 Buy
+2
New +$177 ﹤0.01% 1754

Other funds holding OTTR

BTC
Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LRI Investments's OTTR Position: Q2 2026 in Review

LRI Investments opened a new position in Otter Tail (OTTR) in Q2 2026: 2 shares worth $180. The stake represents ﹤0.01% of the portfolio and ranks #1754 among its holdings.

107 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • LRI Investments held 2 shares of Otter Tail worth $180 as of Q2 2026.
  • Otter Tail was a new LRI Investments position in Q2 2026.
  • Otter Tail made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1754 holding.
  • 107 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.