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SBI Securities’s Otter Tail OTTR Stock Holding History

SBI Securities’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 		$2.25K Buy
25
+15
+150% +$1.32K ﹤0.01% 2516
2026
Q1 		$878 Hold
10
– – ﹤0.01% 2703
2025
Q4 		$808 Hold
10
– – ﹤0.01% 2718
2025
Q3 		$820 Hold
10
– – ﹤0.01% 2776
2025
Q2 		$771 Hold
10
– – ﹤0.01% 2789
2025
Q1 		$804 Sell
10
-1
-9% -$79 ﹤0.01% 2670
2024
Q4 		$812 Buy
+11
New +$861 ﹤0.01% 2708

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 $3.37T AUM 44.26% 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

SBI Securities's OTTR Position: Q2 2026 in Review

SBI Securities increased its Otter Tail (OTTR) stake by 150% in Q2 2026, buying an estimated $1.32K and bringing the position to 25 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #2516.

SBI Securities first reported a position in OTTR in Q4 2024 and has held it in 7 quarters since. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • SBI Securities held 25 shares of Otter Tail worth $2.25K as of Q2 2026.
  • SBI Securities bought 15 Otter Tail shares in Q2 2026, an estimated $1.32K.
  • Otter Tail made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2516 holding.
  • SBI Securities first reported a position in Otter Tail in Q4 2024 and has held it in 7 quarters since.
  • 359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.