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Phocas Financial Corp’s Otter Tail OTTR Stock Holding History

Phocas Financial Corp’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
Q1 		$6.71M Sell
76,483
-21,195
-22% -$1.83M 1.05% 26
2025
Q4 		$7.89M Sell
97,678
-235
-0.2% -$19K 1.03% 30
2025
Q3 		$8.03M Buy
97,913
+1,994
+2% +$162K 1.04% 29
2025
Q2 		$7.39M Buy
95,919
+14
+0% +$1.09K 1.06% 32
2025
Q1 		$7.71M Sell
95,905
-5,540
-5% -$439K 1.18% 23
2024
Q4 		$7.49M Sell
101,445
-836
-0.8% -$65.5K 1% 35
2024
Q3 		$7.99K Sell
102,281
-6,256
-6% -$541K 0.03% 55
2024
Q2 		$9.51K Sell
108,537
-2,057
-2% -$180K 0.04% 43
2024
Q1 		$9.55K Sell
110,594
-2,898
-3% -$252K 0.04% 47
2023
Q4 		$9.64M Buy
113,492
+2,188
+2% +$169K 1.27% 13
2023
Q3 		$8.45M Sell
111,304
-153
-0.1% -$12.6K 1.23% 16
2023
Q2 		$8.8M Sell
111,457
-800
-0.7% -$60.1K 1.2% 15
2023
Q1 		$8.11M Buy
112,257
+1,135
+1% +$75.4K 1.16% 22
2022
Q4 		$6.52M Sell
111,122
-154
-0.1% -$9.22K 0.94% 34
2022
Q3 		$6.85M Buy
111,276
+3,529
+3% +$255K 1.06% 25
2022
Q2 		$7.23M Sell
107,747
-1,227
-1% -$78K 1.08% 23
2022
Q1 		$6.81M Sell
108,974
-1,831
-2% -$115K 0.85% 48
2021
Q4 		$7.91M Sell
110,805
-2,607
-2% -$168K 1.01% 34
2021
Q3 		$6.35M Buy
113,412
+901
+0.8% +$47.8K 0.8% 54
2021
Q2 		$5.49M Sell
112,511
-5,007
-4% -$240K 0.69% 65
2021
Q1 		$5.43M Buy
+117,518
New +$5.03M 0.72% 67

Other funds holding OTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Phocas Financial Corp's OTTR Position: Q1 2026 in Review

Phocas Financial Corp reduced its Otter Tail (OTTR) stake by 22% in Q1 2026, selling an estimated $1.83M and leaving 76,483 shares worth $6.71M. The position accounts for 1.05% of the portfolio, ranked #26.

Phocas Financial Corp first reported a position in OTTR in Q1 2021 and has held it in 21 quarters since. The position peaked at $9.64M in Q4 2023. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

  • Phocas Financial Corp held 76,483 shares of Otter Tail worth $6.71M as of Q1 2026.
  • Phocas Financial Corp sold 21,195 Otter Tail shares in Q1 2026, an estimated $1.83M.
  • Otter Tail made up 1.05% of Phocas Financial Corp's portfolio in Q1 2026, its #26 holding.
  • Phocas Financial Corp first reported a position in Otter Tail in Q1 2021 and has held it in 21 quarters since.
  • Phocas Financial Corp's Otter Tail position peaked at $9.64M in Q4 2023.
  • 344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Phocas Financial Corp's 13F filing for Q1 2026, filed 1 May 2026.