Security National Bank’s Otis Worldwide OTIS Stock Holding History

Security National Bank’s Portfolio OTIS Stock Details OTIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.5K	Hold	21	–	–	﹤0.01%	380
2026 Q1	$1.62K	Hold	21	–	–	﹤0.01%	386
2025 Q4	$1.83K	Hold	21	–	–	﹤0.01%	355
2025 Q3	$1.92K	Buy	+21	New	+$1.91K	﹤0.01%	363
2024 Q1	–	Sell	-3,226	Closed	-$289K	–	308
2023 Q4	$289K	Hold	3,226	–	–	0.07%	97
2023 Q3	$260K	Hold	3,226	–	–	0.07%	92
2023 Q2	$287K	Hold	3,226	–	–	0.07%	90
2023 Q1	$272K	Hold	3,226	–	–	0.07%	86
2022 Q4	$253K	Hold	3,226	–	–	0.07%	89
2022 Q3	$206K	Hold	3,226	–	–	0.06%	97
2022 Q2	$228K	Hold	3,226	–	–	0.06%	92
2022 Q1	$248K	Buy	+3,226	New	+$258K	0.06%	95

Other funds holding OTIS

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Security National Bank's OTIS Position: Q2 2026 in Review

Security National Bank held its Otis Worldwide (OTIS) position steady in Q2 2026 at 21 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Security National Bank first reported a position in OTIS in Q1 2022 and has held it in 12 quarters since. The position peaked at $289K in Q4 2023. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Security National Bank held 21 shares of Otis Worldwide worth $1.5K as of Q2 2026.
Security National Bank left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up ﹤0.01% of Security National Bank's portfolio in Q2 2026, its #380 holding.
Security National Bank first reported a position in Otis Worldwide in Q1 2022 and has held it in 12 quarters since.
Security National Bank's Otis Worldwide position peaked at $289K in Q4 2023.
314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.