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TFC Financial Management’s Otter Tail OTTR Stock Holding History

TFC Financial Management’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 		$69.6K Buy
+773
New +$68.3K 0.01% 259
2025
Q1 		– Sell
-1
Closed -$74 – 1027
2024
Q4 		$74 Hold
1
– – ﹤0.01% 872
2024
Q3 		$79 Hold
1
– – ﹤0.01% 887
2024
Q2 		$88 Hold
1
– – ﹤0.01% 847
2024
Q1 		$87 Buy
+1
New +$87 ﹤0.01% 847

Other funds holding OTTR

BTC
Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

TFC Financial Management's OTTR Position: Q2 2026 in Review

TFC Financial Management opened a new position in Otter Tail (OTTR) in Q2 2026: 773 shares worth $69.6K. The stake represents 0.01% of the portfolio and ranks #259 among its holdings. This is a return to the name: TFC Financial Management previously reported a position in OTTR as recently as Q4 2024.

TFC Financial Management first reported a position in OTTR in Q1 2024 and has held it in 5 quarters since. 58 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • TFC Financial Management held 773 shares of Otter Tail worth $69.6K as of Q2 2026.
  • Otter Tail was a new TFC Financial Management position in Q2 2026.
  • Otter Tail made up 0.01% of TFC Financial Management's portfolio in Q2 2026, its #259 holding.
  • TFC Financial Management first reported a position in Otter Tail in Q1 2024 and has held it in 5 quarters since.
  • 58 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.