Raymond James Financial
OTTR icon

Raymond James Financial’s Otter Tail OTTR Stock Holding History

Raymond James Financial’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
Q2 		$5.37M Buy
59,697
+16,952
+40% +$1.5M ﹤0.01% 2677
2026
Q1 		$3.75M Buy
42,745
+95
+0.2% +$8.22K ﹤0.01% 2822
2025
Q4 		$3.45M Sell
42,650
-28
-0.1% -$2.27K ﹤0.01% 2820
2025
Q3 		$3.5M Buy
42,678
+7,678
+22% +$623K ﹤0.01% 2730
2025
Q2 		$2.7M Sell
35,000
-1,957
-5% -$153K ﹤0.01% 2834
2025
Q1 		$2.97M Buy
36,957
+775
+2% +$61.4K ﹤0.01% 2695
2024
Q4 		$2.67M Buy
+36,182
New +$2.83M ﹤0.01% 2760

Other funds holding OTTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Raymond James Financial's OTTR Position: Q2 2026 in Review

Raymond James Financial increased its Otter Tail (OTTR) stake by 40% in Q2 2026, buying an estimated $1.5M and bringing the position to 59,697 shares worth $5.37M. The position accounts for ﹤0.01% of the portfolio, ranked #2677.

Raymond James Financial first reported a position in OTTR in Q4 2024 and has held it in 7 quarters since. 363 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Raymond James Financial held 59,697 shares of Otter Tail worth $5.37M as of Q2 2026.
  • Raymond James Financial bought 16,952 Otter Tail shares in Q2 2026, an estimated $1.5M.
  • Otter Tail made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2677 holding.
  • Raymond James Financial first reported a position in Otter Tail in Q4 2024 and has held it in 7 quarters since.
  • 363 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.