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Parkside Financial Bank & Trust’s Otis Worldwide OTIS Stock Holding History

Parkside Financial 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
Q1 		$102K Sell
1,323
-145
-10% -$12.7K 0.01% 674
2025
Q4 		$128K Buy
1,468
+159
+12% +$14.2K 0.01% 607
2025
Q3 		$120K Sell
1,309
-30
-2% -$2.72K 0.01% 604
2025
Q2 		$133K Buy
1,339
+510
+62% +$49.2K 0.01% 552
2025
Q1 		$85.6K Sell
829
-74
-8% -$7.23K 0.01% 638
2024
Q4 		$83.6K Buy
903
+18
+2% +$1.8K 0.01% 640
2024
Q3 		$92K Sell
885
-100
-10% -$9.53K 0.01% 572
2024
Q2 		$94.8K Buy
985
+30
+3% +$2.89K 0.01% 536
2024
Q1 		$94.8K Buy
955
+12
+1% +$1.11K 0.02% 554
2023
Q4 		$84.4K Buy
943
+151
+19% +$12.6K 0.02% 531
2023
Q3 		$63.6K Sell
792
-244
-24% -$20.9K 0.01% 544
2023
Q2 		$92.2K Sell
1,036
-97
-9% -$8.17K 0.02% 436
2023
Q1 		$95.6K Sell
1,133
-147
-11% -$12.2K 0.03% 402
2022
Q4 		$100K Buy
1,280
+37
+3% +$2.73K 0.03% 382
2022
Q3 		$79K Buy
1,243
+56
+5% +$4.1K 0.03% 398
2022
Q2 		$84K Hold
1,187
– – 0.03% 384
2022
Q1 		$91K Sell
1,187
-185
-13% -$14.8K 0.02% 377
2021
Q4 		$119K Sell
1,372
-158
-10% -$13.2K 0.03% 330
2021
Q3 		$126K Buy
1,530
+5
+0.3% +$440 0.04% 281
2021
Q2 		$124K Sell
1,525
-423
-22% -$32.6K 0.04% 288
2021
Q1 		$134K Buy
1,948
+1
+0.1% +$65 0.04% 263
2020
Q4 		$131K Buy
1,947
+366
+23% +$23.7K 0.04% 265
2020
Q3 		$99K Sell
1,581
-127
-7% -$7.77K 0.03% 296
2020
Q2 		$98K Buy
+1,708
New +$88.5K 0.03% 307

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

Parkside Financial Bank & Trust's OTIS Position: Q1 2026 in Review

Parkside Financial Bank & Trust reduced its Otis Worldwide (OTIS) stake by 9.9% in Q1 2026, selling an estimated $12.7K and leaving 1,323 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #674.

Parkside Financial Bank & Trust first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $134K in Q1 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Parkside Financial Bank & Trust held 1,323 shares of Otis Worldwide worth $102K as of Q1 2026.
  • Parkside Financial Bank & Trust sold 145 Otis Worldwide shares in Q1 2026, an estimated $12.7K.
  • Otis Worldwide made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #674 holding.
  • Parkside Financial Bank & Trust first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Parkside Financial Bank & Trust's Otis Worldwide position peaked at $134K in Q1 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.