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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
Q3 		$8.36K Hold
130
– – ﹤0.01% 482
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM
BSC
Brown Shipley & Co London, United Kingdom $208M AUM 25.82% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Tompkins Financial's OTIS Position: Q3 2026 in Review

Tompkins Financial held its Otis Worldwide (OTIS) position steady in Q3 2026 at 130 shares worth $8.36K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Tompkins Financial first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $54K in Q4 2021. 55 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Tompkins Financial held 130 shares of Otis Worldwide worth $8.36K as of Q3 2026.
  • Tompkins Financial left its Otis Worldwide share count unchanged in Q3 2026.
  • Otis Worldwide made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #482 holding.
  • Tompkins Financial first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Tompkins Financial's Otis Worldwide position peaked at $54K in Q4 2021.
  • 55 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.