Pinnacle Wealth Planning Services’s Otter Tail OTTR Stock Holding History

Pinnacle Wealth Planning Services’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 Q3	$181K	Buy	2,060 +18	+0.9%	+$1.63K	0.02%	544
2026 Q2	$184K	Buy	2,042 +20	+1%	+$1.77K	0.02%	559
2026 Q1	$177K	Buy	2,022 +41	+2%	+$3.55K	0.02%	522
2025 Q4	$160K	Buy	+1,981	New	+$160K	0.02%	558
2021 Q1	–	Sell	-1,227	Closed	-$52K	–	1463
2020 Q4	$52K	Buy	+1,227	New	+$50K	0.01%	777

Other funds holding OTTR

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Gabelli Funds Rye, New York $15.1B AUM 23.88% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Pinnacle Wealth Planning Services's OTTR Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Otter Tail (OTTR) stake by 0.88% in Q3 2026, buying an estimated $1.63K and bringing the position to 2,060 shares worth $181K. The position accounts for 0.02% of the portfolio, ranked #544.

Pinnacle Wealth Planning Services first reported a position in OTTR in Q4 2020 and has held it in 5 quarters since. The position peaked at $184K in Q2 2026. 245 funds tracked by Wall St. Rank hold OTTR as of Q3 2026.

Pinnacle Wealth Planning Services held 2,060 shares of Otter Tail worth $181K as of Q3 2026.
Pinnacle Wealth Planning Services bought 18 Otter Tail shares in Q3 2026, an estimated $1.63K.
Otter Tail made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #544 holding.
Pinnacle Wealth Planning Services first reported a position in Otter Tail in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Otter Tail position peaked at $184K in Q2 2026.
245 funds tracked by Wall St. Rank held Otter Tail as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.