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Montecito Bank & Trust’s Otis Worldwide OTIS Stock Holding History

Montecito Bank & Trust’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,640
Closed -$203K – 278
2026
Q1 		$203K Hold
2,640
– – 0.03% 263
2025
Q4 		$231K Hold
2,640
– – 0.04% 254
2025
Q3 		$241K Buy
+2,640
New +$240K 0.04% 260
2025
Q1 		$280K Sell
2,717
-60
-2% -$5.86K 0.05% 249
2024
Q4 		$257K Hold
2,777
– – 0.04% 252
2024
Q3 		$289K Buy
+2,777
New +$265K 0.05% 249

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Montecito Bank & Trust's OTIS Position: Q2 2026 in Review

Montecito Bank & Trust sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 2,640 shares — an estimated $203K sold.

Montecito Bank & Trust first reported a position in OTIS in Q3 2024 and held it in 6 quarters. The position peaked at $289K in Q3 2024. 483 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Montecito Bank & Trust reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Montecito Bank & Trust sold 2,640 Otis Worldwide shares in Q2 2026, an estimated $203K.
  • Montecito Bank & Trust first reported a position in Otis Worldwide in Q3 2024 and held it in 6 quarters.
  • Montecito Bank & Trust's Otis Worldwide position peaked at $289K in Q3 2024.
  • 483 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.