SNS Financial Group’s Otter Tail OTTR Stock Holding History

SNS Financial Group’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	$713K	Buy	7,923 +464	+6%	+$41K	0.01%	329
2026 Q1	$655K	Hold	7,459	–	–	0.06%	109
2025 Q4	$603K	Hold	7,459	–	–	0.05%	109
2025 Q3	$611K	Hold	7,459	–	–	0.05%	107
2025 Q2	$575K	Hold	7,459	–	–	0.05%	107
2025 Q1	$599K	Hold	7,459	–	–	0.06%	108
2024 Q4	$551K	Hold	7,459	–	–	0.06%	106
2024 Q3	$583K	Hold	7,459	–	–	0.06%	107
2024 Q2	$653K	Hold	7,459	–	–	0.07%	102
2024 Q1	$644K	Hold	7,459	–	–	0.07%	104
2023 Q4	$634K	Hold	7,459	–	–	0.08%	99
2023 Q3	$566K	Hold	7,459	–	–	0.07%	104
2023 Q2	$589K	Hold	7,459	–	–	0.08%	100
2023 Q1	$539K	Hold	7,459	–	–	0.07%	105
2022 Q4	$438K	Buy	7,459 +88	+1%	+$5.27K	0.06%	122
2022 Q3	$453K	Hold	7,371	–	–	0.07%	114
2022 Q2	$495K	Hold	7,371	–	–	0.06%	111
2022 Q1	$461K	Hold	7,371	–	–	0.05%	132
2021 Q4	$526K	Hold	7,371	–	–	0.06%	134
2021 Q3	$413K	Hold	7,371	–	–	0.05%	141
2021 Q2	$360K	Hold	7,371	–	–	0.05%	151
2021 Q1	$340K	Hold	7,371	–	–	0.05%	147
2020 Q4	$314K	Sell	7,371 -3,100	-30%	-$126K	0.05%	146
2020 Q3	$379K	Hold	10,471	–	–	0.06%	134
2020 Q2	$406K	Hold	10,471	–	–	0.07%	126
2020 Q1	$466K	Hold	10,471	–	–	0.09%	125
2019 Q4	$537K	Buy	+10,471	New	+$543K	0.09%	127

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

SNS Financial Group's OTTR Position: Q2 2026 in Review

SNS Financial Group increased its Otter Tail (OTTR) stake by 6.2% in Q2 2026, buying an estimated $41K and bringing the position to 7,923 shares worth $713K. The position accounts for 0.01% of the portfolio, ranked #329.

SNS Financial Group first reported a position in OTTR in Q4 2019 and has held it in 27 quarters since. 363 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

SNS Financial Group held 7,923 shares of Otter Tail worth $713K as of Q2 2026.
SNS Financial Group bought 464 Otter Tail shares in Q2 2026, an estimated $41K.
Otter Tail made up 0.01% of SNS Financial Group's portfolio in Q2 2026, its #329 holding.
SNS Financial Group first reported a position in Otter Tail in Q4 2019 and has held it in 27 quarters since.
363 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.