Versant Capital Management’s Otter Tail OTTR Stock Holding History

Versant Capital 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	$4.05K	Hold	45	–	–	﹤0.01%	2465
2026 Q1	$3.95K	Buy	45 +3	+7%	+$260	﹤0.01%	2442
2025 Q4	$3.39K	Buy	+42	New	+$3.4K	﹤0.01%	2356
2024 Q4	–	Sell	-24	Closed	-$1.88K	–	2412
2024 Q3	$1.88K	Hold	24	–	–	﹤0.01%	1585
2024 Q2	$2.1K	Hold	24	–	–	﹤0.01%	1497
2024 Q1	$2.07K	Hold	24	–	–	﹤0.01%	1336
2023 Q4	$2.04K	Hold	24	–	–	﹤0.01%	1278
2023 Q3	$1.82K	Hold	24	–	–	﹤0.01%	1341
2023 Q2	$1.9K	Hold	24	–	–	﹤0.01%	1390
2023 Q1	$1.73K	Hold	24	–	–	﹤0.01%	1305
2022 Q4	$1.41K	Hold	24	–	–	﹤0.01%	1228
2022 Q3	$1K	Hold	24	–	–	﹤0.01%	1307
2022 Q2	$2K	Hold	24	–	–	﹤0.01%	1125
2022 Q1	$2K	Hold	24	–	–	﹤0.01%	1165
2021 Q4	$2K	Hold	24	–	–	﹤0.01%	1152
2021 Q3	$1K	Hold	24	–	–	﹤0.01%	1337
2021 Q2	$1K	Hold	24	–	–	﹤0.01%	1337
2021 Q1	$1K	Hold	24	–	–	﹤0.01%	1408
2020 Q4	$1K	Hold	24	–	–	﹤0.01%	1240
2020 Q3	$0	Hold	24	–	–	﹤0.01%	1444
2020 Q2	$0	Sell	24 -3	-11%	-$126	﹤0.01%	1484
2020 Q1	$1K	Sell	27 -17	-39%	-$847	﹤0.01%	1180
2019 Q4	$2K	Hold	44	–	–	﹤0.01%	1164
2019 Q3	$2K	Hold	44	–	–	﹤0.01%	1179
2019 Q2	$2K	Sell	44 -10	-19%	-$509	﹤0.01%	1199
2019 Q1	$2K	Hold	54	–	–	﹤0.01%	1350
2018 Q4	$2K	Hold	54	–	–	﹤0.01%	1263
2018 Q3	$2K	Hold	54	–	–	﹤0.01%	1312
2018 Q2	$2K	Hold	54	–	–	﹤0.01%	1312
2018 Q1	$2K	Hold	54	–	–	﹤0.01%	1296
2017 Q4	$2K	Hold	54	–	–	﹤0.01%	1348
2017 Q3	$2K	Hold	54	–	–	﹤0.01%	1272
2017 Q2	$2K	Hold	54	–	–	﹤0.01%	1256
2017 Q1	$2K	Hold	54	–	–	﹤0.01%	1249
2016 Q4	$2K	Hold	54	–	–	﹤0.01%	1214
2016 Q3	$1K	Hold	54	–	–	﹤0.01%	1300
2016 Q2	$1K	Hold	54	–	–	﹤0.01%	1272
2016 Q1	$1K	Hold	54	–	–	﹤0.01%	1266
2015 Q4	$1K	Buy	+54	New	+$1.45K	﹤0.01%	1261

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 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

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

Versant Capital Management's OTTR Position: Q2 2026 in Review

Versant Capital Management held its Otter Tail (OTTR) position steady in Q2 2026 at 45 shares worth $4.05K. The position accounts for ﹤0.01% of the portfolio, ranked #2465.

Versant Capital Management first reported a position in OTTR in Q4 2015 and has held it in 39 quarters since. 44 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Versant Capital Management held 45 shares of Otter Tail worth $4.05K as of Q2 2026.
Versant Capital Management left its Otter Tail share count unchanged in Q2 2026.
Otter Tail made up ﹤0.01% of Versant Capital Management's portfolio in Q2 2026, its #2465 holding.
Versant Capital Management first reported a position in Otter Tail in Q4 2015 and has held it in 39 quarters since.
44 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.