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Southern Michigan Bank & Trust’s Otis Worldwide OTIS Stock Holding History

Southern Michigan Bank & Trust’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 		$40.1K Sell
560
-35
-6% -$2.61K 0.01% 226
2026
Q1 		$45.9K Buy
+595
New +$52.1K 0.02% 214

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Southern Michigan Bank & Trust's OTIS Position: Q2 2026 in Review

Southern Michigan Bank & Trust reduced its Otis Worldwide (OTIS) stake by 5.9% in Q2 2026, selling an estimated $2.61K and leaving 560 shares worth $40.1K. The position accounts for 0.01% of the portfolio, ranked #226.

Southern Michigan Bank & Trust first reported a position in OTIS in Q1 2026 and has held it in 2 quarters since. The position peaked at $45.9K in Q1 2026. 1,165 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Southern Michigan Bank & Trust held 560 shares of Otis Worldwide worth $40.1K as of Q2 2026.
  • Southern Michigan Bank & Trust sold 35 Otis Worldwide shares in Q2 2026, an estimated $2.61K.
  • Otis Worldwide made up 0.01% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #226 holding.
  • Southern Michigan Bank & Trust first reported a position in Otis Worldwide in Q1 2026 and has held it in 2 quarters since.
  • Southern Michigan Bank & Trust's Otis Worldwide position peaked at $45.9K in Q1 2026.
  • 1,165 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.