Root Financial Partners
OTTR icon

Root Financial Partners’s Otter Tail OTTR Stock Holding History

Root Financial Partners’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 		$9.07K Buy
+103
New +$9.33K ﹤0.01% 1962
2026
Q2 		– Sell
-79
Closed -$6.93K – 2331
2026
Q1 		$6.93K Buy
79
+11
+16% +$952 ﹤0.01% 1820
2025
Q4 		$5.5K Buy
68
+12
+21% +$972 ﹤0.01% 1734
2025
Q3 		$4.59K Buy
+56
New +$4.54K ﹤0.01% 1761

Other funds holding OTTR

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Contravisory Investment Management
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

Root Financial Partners's OTTR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Otter Tail (OTTR) in Q3 2026: 103 shares worth $9.07K. The stake represents ﹤0.01% of the portfolio and ranks #1962 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in OTTR as recently as Q1 2026.

Root Financial Partners first reported a position in OTTR in Q3 2025 and has held it in 4 quarters since. 179 funds tracked by Wall St. Rank hold OTTR as of Q3 2026.

  • Root Financial Partners held 103 shares of Otter Tail worth $9.07K as of Q3 2026.
  • Otter Tail was a new Root Financial Partners position in Q3 2026.
  • Otter Tail made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1962 holding.
  • Root Financial Partners first reported a position in Otter Tail in Q3 2025 and has held it in 4 quarters since.
  • 179 funds tracked by Wall St. Rank held Otter Tail as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.