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Patriot Financial Group Insurance Agency’s Otis Worldwide OTIS Stock Holding History

Patriot Financial Group Insurance Agency’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
-4,568
Closed -$352K – 635
2026
Q1 		$352K Buy
4,568
+2,257
+98% +$197K 0.02% 522
2025
Q4 		$202K Buy
2,311
+27
+1% +$2.42K 0.02% 480
2025
Q3 		$209K Sell
2,284
-36
-2% -$3.27K 0.03% 457
2025
Q2 		$230K Sell
2,320
-59
-2% -$5.7K 0.03% 462
2025
Q1 		$246K Buy
2,379
+7
+0.3% +$684 0.03% 415
2024
Q4 		$220K Buy
2,372
+5
+0.2% +$501 0.03% 428
2024
Q3 		$246K Sell
2,367
-237
-9% -$22.6K 0.03% 431
2024
Q2 		$251K Buy
2,604
+62
+2% +$5.97K 0.04% 408
2024
Q1 		$252K Sell
2,542
-1
-0% -$92 0.04% 404
2023
Q4 		$228K Sell
2,543
-148
-5% -$12.3K 0.04% 396
2023
Q3 		$216K Sell
2,691
-13
-0.5% -$1.11K 0.04% 404
2023
Q2 		$241K Buy
2,704
+7
+0.3% +$590 0.05% 385
2023
Q1 		$228K Sell
2,697
-87
-3% -$7.2K 0.05% 391
2022
Q4 		$218K Buy
+2,784
New +$206K 0.03% 378
2022
Q3 		– Sell
-2,917
Closed -$206K – 1468
2022
Q2 		$206K Sell
2,917
-178
-6% -$13.1K 0.04% 373
2022
Q1 		$238K Sell
3,095
-232
-7% -$18.5K 0.04% 383
2021
Q4 		$290K Buy
3,327
+1
+0% +$84 0.05% 364
2021
Q3 		$274K Sell
3,326
-182
-5% -$16K 0.05% 365
2021
Q2 		$287K Sell
3,508
-36
-1% -$2.77K 0.05% 344
2021
Q1 		$243K Sell
3,544
-142
-4% -$9.28K 0.06% 342
2020
Q4 		$249K Buy
3,686
+174
+5% +$11.3K 0.06% 301
2020
Q3 		$219K Buy
3,512
+3
+0.1% +$183 0.07% 252
2020
Q2 		$180K Buy
+3,509
New +$182K 0.07% 249

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
LFG
Lazard Frères Gestion Paris, France $5.77B AUM 23.8% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Patriot Financial Group Insurance Agency's OTIS Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 4,568 shares — an estimated $352K sold.

Patriot Financial Group Insurance Agency first reported a position in OTIS in Q2 2020 and held it in 23 quarters. The position peaked at $352K in Q1 2026. 625 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 4,568 Otis Worldwide shares in Q2 2026, an estimated $352K.
  • Patriot Financial Group Insurance Agency first reported a position in Otis Worldwide in Q2 2020 and held it in 23 quarters.
  • Patriot Financial Group Insurance Agency's Otis Worldwide position peaked at $352K in Q1 2026.
  • 625 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.