Security National Bank of Sioux City Iowa’s Otter Tail OTTR Stock Holding History

Security National Bank of Sioux City Iowa’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	$27K	Buy	+300	New	+$26.5K	0.01%	205

Other funds holding OTTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Security National Bank of Sioux City Iowa's OTTR Position: Q2 2026 in Review

Security National Bank of Sioux City Iowa opened a new position in Otter Tail (OTTR) in Q2 2026: 300 shares worth $27K. The stake represents 0.01% of the portfolio and ranks #205 among its holdings.

363 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Security National Bank of Sioux City Iowa held 300 shares of Otter Tail worth $27K as of Q2 2026.
Otter Tail was a new Security National Bank of Sioux City Iowa position in Q2 2026.
Otter Tail made up 0.01% of Security National Bank of Sioux City Iowa's portfolio in Q2 2026, its #205 holding.
363 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q2 2026, filed 18 Sep 2026.