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Pinnacle Bancorp’s Otis Worldwide OTIS Stock Holding History

Pinnacle Bancorp’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 		$37.3K Buy
521
+150
+40% +$11.2K 0.01% 511
2026
Q1 		$28.6K Buy
371
+25
+7% +$2.19K 0.01% 534
2025
Q4 		$30.2K Buy
346
+27
+8% +$2.42K 0.01% 514
2025
Q3 		$29.2K Buy
319
+19
+6% +$1.73K 0.01% 548
2025
Q2 		$29.7K Sell
300
-102
-25% -$9.85K 0.01% 525
2025
Q1 		$41.5K Sell
402
-170
-30% -$16.6K 0.01% 455
2024
Q4 		$53K Buy
572
+65
+13% +$6.52K 0.02% 411
2024
Q3 		$52.7K Buy
507
+70
+16% +$6.67K 0.01% 413
2024
Q2 		$42.1K Hold
437
– – 0.01% 434
2024
Q1 		$43.4K Sell
437
-78
-15% -$7.21K 0.01% 433
2023
Q4 		$46.1K Sell
515
-57
-10% -$4.74K 0.02% 396
2023
Q3 		$45.9K Hold
572
– – 0.02% 373
2023
Q2 		$50.9K Hold
572
– – 0.02% 364
2023
Q1 		$48.3K Hold
572
– – 0.02% 366
2022
Q4 		$45K Hold
572
– – 0.02% 350
2022
Q3 		$36K Hold
572
– – 0.02% 364
2022
Q2 		$40K Hold
572
– – 0.02% 357
2022
Q1 		$44K Sell
572
-60
-9% -$4.79K 0.02% 366
2021
Q4 		$55K Hold
632
– – 0.02% 341
2021
Q3 		$52K Buy
632
+93
+17% +$8.18K 0.02% 341
2021
Q2 		$44K Sell
539
-85
-14% -$6.54K 0.02% 374
2021
Q1 		$43K Hold
624
– – 0.02% 370
2020
Q4 		$42K Hold
624
– – 0.03% 350
2020
Q3 		$39K Sell
624
-250
-29% -$15.3K 0.03% 338
2020
Q2 		$50K Buy
+874
New +$45.3K 0.04% 293

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Pinnacle Bancorp's OTIS Position: Q2 2026 in Review

Pinnacle Bancorp increased its Otis Worldwide (OTIS) stake by 40% in Q2 2026, buying an estimated $11.2K and bringing the position to 521 shares worth $37.3K. The position accounts for 0.01% of the portfolio, ranked #511.

Pinnacle Bancorp first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $55K in Q4 2021. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Pinnacle Bancorp held 521 shares of Otis Worldwide worth $37.3K as of Q2 2026.
  • Pinnacle Bancorp bought 150 Otis Worldwide shares in Q2 2026, an estimated $11.2K.
  • Otis Worldwide made up 0.01% of Pinnacle Bancorp's portfolio in Q2 2026, its #511 holding.
  • Pinnacle Bancorp first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Pinnacle Bancorp's Otis Worldwide position peaked at $55K in Q4 2021.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.