National Bank of Canada’s Otter Tail OTTR Stock Holding History

National Bank of Canada’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
2025 Q3	–	Sell	-41	Closed	-$3.16K	–	3123
2025 Q2	$3.16K	Buy	+41	New	+$3.2K	﹤0.01%	2569
2024 Q1	–	Sell	-100	Closed	-$8.57K	–	2871
2023 Q4	$8.57K	Hold	100	–	–	﹤0.01%	2200
2023 Q3	$7.39K	Buy	+100	New	+$8.21K	﹤0.01%	2271
2022 Q4	–	Sell	-229	Closed	-$14K	–	2870
2022 Q3	$14K	Buy	+229	New	+$16.5K	﹤0.01%	2104

Other funds holding OTTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

National Bank of Canada's OTTR Position: Q3 2025 in Review

National Bank of Canada sold out of Otter Tail (OTTR) in Q3 2025, closing a stake of 41 shares — an estimated $3.16K sold.

National Bank of Canada first reported a position in OTTR in Q3 2022 and held it in 4 quarters. The position peaked at $14K in Q3 2022. 343 funds tracked by Wall St. Rank hold OTTR as of Q3 2025.

National Bank of Canada reported no remaining Otter Tail position as of Q3 2025 after selling out during the quarter.
National Bank of Canada sold 41 Otter Tail shares in Q3 2025, an estimated $3.16K.
National Bank of Canada first reported a position in Otter Tail in Q3 2022 and held it in 4 quarters.
National Bank of Canada's Otter Tail position peaked at $14K in Q3 2022.
343 funds tracked by Wall St. Rank held Otter Tail as of Q3 2025.

Based on National Bank of Canada's 13F filing for Q3 2025, filed 14 Nov 2025.