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Mirabella Financial Services’s Otter Tail OTTR Stock Holding History

Mirabella Financial Services’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 		$368K Buy
+4,088
New +$361K 0.04% 364
2022
Q2 		– Sell
-3,500
Closed -$219K – 646
2022
Q1 		$219K Buy
+3,500
New +$220K 0.02% 388

Other funds holding OTTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Mirabella Financial Services's OTTR Position: Q2 2026 in Review

Mirabella Financial Services opened a new position in Otter Tail (OTTR) in Q2 2026: 4,088 shares worth $368K. The stake represents 0.04% of the portfolio and ranks #364 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in OTTR as recently as Q1 2022.

Mirabella Financial Services first reported a position in OTTR in Q1 2022 and has held it in 2 quarters since. 362 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Mirabella Financial Services held 4,088 shares of Otter Tail worth $368K as of Q2 2026.
  • Otter Tail was a new Mirabella Financial Services position in Q2 2026.
  • Otter Tail made up 0.04% of Mirabella Financial Services's portfolio in Q2 2026, its #364 holding.
  • Mirabella Financial Services first reported a position in Otter Tail in Q1 2022 and has held it in 2 quarters since.
  • 362 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.