Merit Financial Group’s Otter Tail OTTR Stock Holding History

Merit Financial Group’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	$214K	Buy	+2,373	New	+$210K	﹤0.01%	2068

Other funds holding OTTR

Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

Merit Financial Group's OTTR Position: Q2 2026 in Review

Merit Financial Group opened a new position in Otter Tail (OTTR) in Q2 2026: 2,373 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #2068 among its holdings.

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

Merit Financial Group held 2,373 shares of Otter Tail worth $214K as of Q2 2026.
Otter Tail was a new Merit Financial Group position in Q2 2026.
Otter Tail made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2068 holding.
44 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.