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PFG Investments’s Otis Worldwide OTIS Stock Holding History

PFG Investments’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 		$272K Buy
3,793
+578
+18% +$43.2K 0.01% 1002
2026
Q1 		$248K Buy
3,215
+84
+3% +$7.35K 0.01% 958
2025
Q4 		$274K Sell
3,131
-385
-11% -$34.4K 0.01% 859
2025
Q3 		$321K Buy
3,516
+88
+3% +$7.99K 0.02% 758
2025
Q2 		$339K Buy
3,428
+121
+4% +$11.7K 0.02% 681
2025
Q1 		$341K Sell
3,307
-35
-1% -$3.42K 0.02% 633
2024
Q4 		$309K Buy
3,342
+131
+4% +$13.1K 0.02% 695
2024
Q3 		$334K Sell
3,211
-66
-2% -$6.29K 0.02% 665
2024
Q2 		$315K Sell
3,277
-127
-4% -$12.2K 0.02% 629
2024
Q1 		$338K Buy
+3,404
New +$315K 0.02% 695

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

PFG Investments's OTIS Position: Q2 2026 in Review

PFG Investments increased its Otis Worldwide (OTIS) stake by 18% in Q2 2026, buying an estimated $43.2K and bringing the position to 3,793 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #1002.

PFG Investments first reported a position in OTIS in Q1 2024 and has held it in 10 quarters since. The position peaked at $341K in Q1 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • PFG Investments held 3,793 shares of Otis Worldwide worth $272K as of Q2 2026.
  • PFG Investments bought 578 Otis Worldwide shares in Q2 2026, an estimated $43.2K.
  • Otis Worldwide made up 0.01% of PFG Investments's portfolio in Q2 2026, its #1002 holding.
  • PFG Investments first reported a position in Otis Worldwide in Q1 2024 and has held it in 10 quarters since.
  • PFG Investments's Otis Worldwide position peaked at $341K in Q1 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.