Peoples Financial Services Corp’s Otis Worldwide OTIS Stock Holding History

Peoples Financial Services Corp’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	$3.08K	Hold	40	–	–	﹤0.01%	264
2025 Q4	$3.49K	Hold	40	–	–	﹤0.01%	250
2025 Q3	$3.66K	Hold	40	–	–	﹤0.01%	250
2025 Q2	$3.96K	Hold	40	–	–	﹤0.01%	242
2025 Q1	$4.13K	Hold	40	–	–	﹤0.01%	240
2024 Q4	$3.7K	Sell	40 -10	-20%	-$1K	﹤0.01%	241
2024 Q3	$5.2K	Hold	50	–	–	﹤0.01%	234
2024 Q2	$4.81K	Hold	50	–	–	﹤0.01%	237
2024 Q1	$4.96K	Hold	50	–	–	﹤0.01%	229
2023 Q4	$4.47K	Sell	50 -2,750	-98%	-$229K	﹤0.01%	234
2023 Q3	$225K	Hold	2,800	–	–	0.11%	127
2023 Q2	$249K	Sell	2,800 -1,000	-26%	-$84.2K	0.11%	127
2023 Q1	$321K	Sell	3,800 -37	-1%	-$3.06K	0.15%	120
2022 Q4	$300K	Hold	3,837	–	–	0.14%	124
2022 Q3	$245K	Hold	3,837	–	–	0.13%	124
2022 Q2	$271K	Sell	3,837 -900	-19%	-$66.3K	0.13%	126
2022 Q1	$365K	Hold	4,737	–	–	0.16%	116
2021 Q4	$413K	Sell	4,737 -110	-2%	-$9.21K	0.16%	108
2021 Q3	$399K	Hold	4,847	–	–	0.17%	101
2021 Q2	$396K	Sell	4,847 -9	-0.2%	-$693	0.17%	103
2021 Q1	$332K	Sell	4,856 -108	-2%	-$7.06K	0.14%	109
2020 Q4	$335K	Sell	4,964 -250	-5%	-$16.2K	0.15%	100
2020 Q3	$325K	Hold	5,214	–	–	0.16%	95
2020 Q2	$296K	Buy	+5,214	New	+$270K	0.16%	100

Other funds holding OTIS

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Peoples Financial Services Corp's OTIS Position: Q1 2026 in Review

Peoples Financial Services Corp held its Otis Worldwide (OTIS) position steady in Q1 2026 at 40 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Peoples Financial Services Corp first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $413K in Q4 2021. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Peoples Financial Services Corp held 40 shares of Otis Worldwide worth $3.08K as of Q1 2026.
Peoples Financial Services Corp left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up ﹤0.01% of Peoples Financial Services Corp's portfolio in Q1 2026, its #264 holding.
Peoples Financial Services Corp first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
Peoples Financial Services Corp's Otis Worldwide position peaked at $413K in Q4 2021.
1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Peoples Financial Services Corp's 13F filing for Q1 2026, filed 20 Apr 2026.