Opus Capital Group’s Otter Tail OTTR Stock Holding History

Opus Capital 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 Q3	$464K	Hold	5,266	–	–	0.05%	85
2026 Q2	$474K	Hold	5,266	–	–	0.05%	87
2026 Q1	$462K	Hold	5,266	–	–	0.05%	81
2025 Q4	$426K	Hold	5,266	–	–	0.05%	83
2025 Q3	$432K	Hold	5,266	–	–	0.05%	82
2025 Q2	$406K	Hold	5,266	–	–	0.05%	84
2025 Q1	$423K	Hold	5,266	–	–	0.05%	83
2024 Q4	$389K	Hold	5,266	–	–	0.05%	82
2024 Q3	$412K	Hold	5,266	–	–	0.05%	82
2024 Q2	$461K	Hold	5,266	–	–	0.07%	78
2024 Q1	$455K	Hold	5,266	–	–	0.07%	82
2023 Q4	$447K	Hold	5,266	–	–	0.07%	82
2023 Q3	$400K	Hold	5,266	–	–	0.07%	81
2023 Q2	$416K	Hold	5,266	–	–	0.07%	83
2023 Q1	$381K	Hold	5,266	–	–	0.07%	86
2022 Q4	$309K	Buy	+5,266	New	+$315K	0.06%	93

Other funds holding OTTR

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

BTC

Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

PIP

Palisades Investment Partners Santa Monica, California $344M AUM 44.86% 1-Year Est. Return

Opus Capital Group's OTTR Position: Q3 2026 in Review

Opus Capital Group held its Otter Tail (OTTR) position steady in Q3 2026 at 5,266 shares worth $464K. The position accounts for 0.05% of the portfolio, ranked #85.

Opus Capital Group first reported a position in OTTR in Q4 2022 and has held it in 16 quarters since. The position peaked at $474K in Q2 2026. 148 funds tracked by Wall St. Rank hold OTTR as of Q3 2026.

Opus Capital Group held 5,266 shares of Otter Tail worth $464K as of Q3 2026.
Opus Capital Group left its Otter Tail share count unchanged in Q3 2026.
Otter Tail made up 0.05% of Opus Capital Group's portfolio in Q3 2026, its #85 holding.
Opus Capital Group first reported a position in Otter Tail in Q4 2022 and has held it in 16 quarters since.
Opus Capital Group's Otter Tail position peaked at $474K in Q2 2026.
148 funds tracked by Wall St. Rank held Otter Tail as of Q3 2026.

Based on Opus Capital Group's 13F filing for Q3 2026, filed 30 Oct 2026.