PFPG
OTIS icon

Pinnacle Financial Partners (Georgia)’s Otis Worldwide OTIS Stock Holding History

Pinnacle Financial Partners (Georgia)’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 		$6.36M Sell
88,865
-674
-0.8% -$50.3K 0.04% 282
2026
Q1 		$6.9M Sell
89,539
-152
-0.2% -$13.3K 0.05% 254
2025
Q4 		$7.83M Buy
+89,691
New +$8.02M 0.06% 237

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 $3.37T AUM 44.26% 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 Financial Partners (Georgia)'s OTIS Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) reduced its Otis Worldwide (OTIS) stake by 0.75% in Q2 2026, selling an estimated $50.3K and leaving 88,865 shares worth $6.36M. The position accounts for 0.04% of the portfolio, ranked #282.

Pinnacle Financial Partners (Georgia) first reported a position in OTIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.83M in Q4 2025. 1,225 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 88,865 shares of Otis Worldwide worth $6.36M as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) sold 674 Otis Worldwide shares in Q2 2026, an estimated $50.3K.
  • Otis Worldwide made up 0.04% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #282 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in Otis Worldwide in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Financial Partners (Georgia)'s Otis Worldwide position peaked at $7.83M in Q4 2025.
  • 1,225 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.