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USA FINANCIAL FORMULAS’s Otter Tail OTTR Stock Holding History

USA FINANCIAL FORMULAS’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 		$78.3K Buy
+870
New +$76.9K 0.01% 215

Other funds holding OTTR

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
PIP
Palisades Investment Partners Santa Monica, California $352M AUM 76.79% 1-Year Est. Return

USA FINANCIAL FORMULAS's OTTR Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Otter Tail (OTTR) in Q2 2026: 870 shares worth $78.3K. The stake represents 0.01% of the portfolio and ranks #215 among its holdings.

130 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • USA FINANCIAL FORMULAS held 870 shares of Otter Tail worth $78.3K as of Q2 2026.
  • Otter Tail was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • Otter Tail made up 0.01% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #215 holding.
  • 130 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.