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NBT Bank’s Otis Worldwide OTIS Stock Holding History

NBT Bank’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
Q1 		$1.15M Sell
14,968
-216
-1% -$18.9K 0.08% 196
2025
Q4 		$1.33M Sell
15,184
-549
-3% -$49.1K 0.09% 179
2025
Q3 		$1.44M Sell
15,733
-3,282
-17% -$298K 0.09% 174
2025
Q2 		$1.88M Sell
19,015
-295
-2% -$28.5K 0.13% 152
2025
Q1 		$1.99M Sell
19,310
-716
-4% -$69.9K 0.14% 142
2024
Q4 		$1.85M Sell
20,026
-215
-1% -$21.6K 0.13% 153
2024
Q3 		$2.1M Sell
20,241
-447
-2% -$42.6K 0.14% 147
2024
Q2 		$1.99M Buy
20,688
+3,765
+22% +$363K 0.14% 149
2024
Q1 		$1.68M Sell
16,923
-410
-2% -$37.9K 0.12% 158
2023
Q4 		$1.55M Buy
17,333
+13
+0.1% +$1.08K 0.12% 168
2023
Q3 		$1.39M Buy
17,320
+4,768
+38% +$408K 0.13% 140
2023
Q2 		$1.12M Sell
12,552
-1,262
-9% -$106K 0.16% 129
2023
Q1 		$1.17M Hold
13,814
– – 0.17% 128
2022
Q4 		$1.08M Sell
13,814
-434
-3% -$32K 0.16% 128
2022
Q3 		$909K Sell
14,248
-699
-5% -$51.1K 0.15% 129
2022
Q2 		$1.06M Sell
14,947
-1,237
-8% -$91.1K 0.16% 123
2022
Q1 		$1.25M Sell
16,184
-2,218
-12% -$177K 0.17% 121
2021
Q4 		$1.6M Sell
18,402
-372
-2% -$31.1K 0.21% 110
2021
Q3 		$1.54M Sell
18,774
-645
-3% -$56.7K 0.21% 110
2021
Q2 		$1.59M Sell
19,419
-451
-2% -$34.7K 0.22% 110
2021
Q1 		$1.36M Sell
19,870
-4,797
-19% -$314K 0.2% 115
2020
Q4 		$1.67M Sell
24,667
-2,127
-8% -$138K 0.25% 103
2020
Q3 		$1.67M Sell
26,794
-738
-3% -$45.1K 0.28% 94
2020
Q2 		$1.56M Buy
+27,532
New +$1.43M 0.28% 94

Other funds holding OTIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

NBT Bank's OTIS Position: Q1 2026 in Review

NBT Bank reduced its Otis Worldwide (OTIS) stake by 1.4% in Q1 2026, selling an estimated $18.9K and leaving 14,968 shares worth $1.15M. The position accounts for 0.08% of the portfolio, ranked #196.

NBT Bank first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.1M in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • NBT Bank held 14,968 shares of Otis Worldwide worth $1.15M as of Q1 2026.
  • NBT Bank sold 216 Otis Worldwide shares in Q1 2026, an estimated $18.9K.
  • Otis Worldwide made up 0.08% of NBT Bank's portfolio in Q1 2026, its #196 holding.
  • NBT Bank first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • NBT Bank's Otis Worldwide position peaked at $2.1M in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.