SBI Securities’s Outlook Therapeutics OTLK Stock Holding History

SBI Securities’s Portfolio OTLK Stock Details OTLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$293	Buy	511 +289	+130%	+$276	﹤0.01%	3298
2026 Q2	$353	Hold	222	–	–	﹤0.01%	3155
2026 Q1	$46	Buy	222 +12	+6%	+$5	﹤0.01%	3594
2025 Q4	$332	Hold	210	–	–	﹤0.01%	3028
2025 Q3	$223	Hold	210	–	–	﹤0.01%	3278
2025 Q2	$336	Hold	210	–	–	﹤0.01%	3126
2025 Q1	$256	Hold	210	–	–	﹤0.01%	3131
2024 Q4	$397	Buy	+210	New	+$864	﹤0.01%	2980

Other funds holding OTLK

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return

Christensen King & Associates Investment Services Richland, Washington $276M AUM 13.14% 1-Year Est. Return

Flower City Capital Pittsford, New York $234M AUM 15.69% 1-Year Est. Return

Orrstown Financial Services Harrisburg, Pennsylvania $667M AUM 15.8% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

SBI Securities's OTLK Position: Q3 2026 in Review

SBI Securities increased its Outlook Therapeutics (OTLK) stake by 130% in Q3 2026, buying an estimated $276 and bringing the position to 511 shares worth $293. The position accounts for ﹤0.01% of the portfolio, ranked #3298.

SBI Securities first reported a position in OTLK in Q4 2024 and has held it in 8 quarters since. The position peaked at $397 in Q4 2024. 11 funds tracked by Wall St. Rank hold OTLK as of Q3 2026.

SBI Securities held 511 shares of Outlook Therapeutics worth $293 as of Q3 2026.
SBI Securities bought 289 Outlook Therapeutics shares in Q3 2026, an estimated $276.
Outlook Therapeutics made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #3298 holding.
SBI Securities first reported a position in Outlook Therapeutics in Q4 2024 and has held it in 8 quarters since.
SBI Securities's Outlook Therapeutics position peaked at $397 in Q4 2024.
11 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.