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Tompkins Financial’s Otis Worldwide OTIS Stock Holding History

Tompkins Financial’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 		$9.31K Sell
130
-37
-22% -$2.76K ﹤0.01% 458
2026
Q1 		$12.9K Hold
167
– – ﹤0.01% 430
2025
Q4 		$14.6K Hold
167
– – ﹤0.01% 406
2025
Q3 		$15.3K Hold
167
– – ﹤0.01% 413
2025
Q2 		$16.5K Sell
167
-19
-10% -$1.83K ﹤0.01% 408
2025
Q1 		$19.2K Buy
186
+19
+11% +$1.86K ﹤0.01% 406
2024
Q4 		$15.5K Sell
167
-50
-23% -$5.01K ﹤0.01% 404
2024
Q3 		$22.6K Hold
217
– – ﹤0.01% 403
2024
Q2 		$20.9K Hold
217
– – ﹤0.01% 428
2024
Q1 		$21.5K Hold
217
– – ﹤0.01% 422
2023
Q4 		$19.4K Buy
217
+15
+7% +$1.25K ﹤0.01% 427
2023
Q3 		$16.2K Buy
202
+50
+33% +$4.28K ﹤0.01% 420
2023
Q2 		$13.5K Hold
152
– – ﹤0.01% 450
2023
Q1 		$12.8K Sell
152
-300
-66% -$24.8K ﹤0.01% 463
2022
Q4 		$36K Sell
452
-64
-12% -$4.72K 0.01% 365
2022
Q3 		$33K Buy
516
+64
+14% +$4.68K 0.01% 371
2022
Q2 		$31K Sell
452
-2
-0.4% -$147 0.01% 373
2022
Q1 		$35K Sell
454
-171
-27% -$13.7K ﹤0.01% 385
2021
Q4 		$54K Hold
625
– – 0.01% 218
2021
Q3 		$51K Buy
+625
New +$55K 0.01% 225
2021
Q1 		$45K Sell
655
-100
-13% -$6.54K 0.01% 261
2020
Q4 		$51K Hold
755
– – 0.01% 237
2020
Q3 		$47K Sell
755
-52
-6% -$3.18K 0.01% 243
2020
Q2 		$46K Buy
+807
New +$41.8K 0.01% 240

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
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
RG
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Tompkins Financial's OTIS Position: Q2 2026 in Review

Tompkins Financial reduced its Otis Worldwide (OTIS) stake by 22% in Q2 2026, selling an estimated $2.76K and leaving 130 shares worth $9.31K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Tompkins Financial first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $54K in Q4 2021. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Tompkins Financial held 130 shares of Otis Worldwide worth $9.31K as of Q2 2026.
  • Tompkins Financial sold 37 Otis Worldwide shares in Q2 2026, an estimated $2.76K.
  • Otis Worldwide made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #458 holding.
  • Tompkins Financial first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Tompkins Financial's Otis Worldwide position peaked at $54K in Q4 2021.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.