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UMB Bank’s Otter Tail OTTR Stock Holding History

UMB Bank’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 		$59.5K Buy
661
+12
+2% +$1.06K ﹤0.01% 1249
2026
Q1 		$57K Buy
649
+5
+0.8% +$433 ﹤0.01% 1209
2025
Q4 		$52K Buy
644
+484
+303% +$39.2K ﹤0.01% 1235
2025
Q3 		$13.1K Buy
160
+71
+80% +$5.76K ﹤0.01% 1574
2025
Q2 		$6.86K Sell
89
-52
-37% -$4.06K ﹤0.01% 1732
2025
Q1 		$11.3K Buy
141
+75
+114% +$5.94K ﹤0.01% 1508
2024
Q4 		$4.87K Buy
66
+19
+40% +$1.49K ﹤0.01% 1716
2024
Q3 		$3.67K Buy
47
+2
+4% +$173 ﹤0.01% 1818
2024
Q2 		$3.94K Buy
45
+27
+150% +$2.36K ﹤0.01% 1520
2024
Q1 		$1.55K Buy
+18
New +$1.56K ﹤0.01% 1606

Other funds holding OTTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

UMB Bank's OTTR Position: Q2 2026 in Review

UMB Bank increased its Otter Tail (OTTR) stake by 1.8% in Q2 2026, buying an estimated $1.06K and bringing the position to 661 shares worth $59.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

UMB Bank first reported a position in OTTR in Q1 2024 and has held it in 10 quarters since. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • UMB Bank held 661 shares of Otter Tail worth $59.5K as of Q2 2026.
  • UMB Bank bought 12 Otter Tail shares in Q2 2026, an estimated $1.06K.
  • Otter Tail made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1249 holding.
  • UMB Bank first reported a position in Otter Tail in Q1 2024 and has held it in 10 quarters since.
  • 359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.