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Webster Bank’s Otis Worldwide OTIS Stock Holding History

Webster Bank’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 		$75.8K Sell
1,058
-150
-12% -$11.2K 0.01% 329
2026
Q1 		$93.1K Sell
1,208
-25
-2% -$2.19K 0.01% 307
2025
Q4 		$108K Sell
1,233
-75
-6% -$6.71K 0.01% 272
2025
Q3 		$120K Sell
1,308
-10
-0.8% -$908 0.01% 266
2025
Q2 		$131K Sell
1,318
-275
-17% -$26.5K 0.01% 250
2025
Q1 		$164K Sell
1,593
-61
-4% -$5.96K 0.02% 235
2024
Q4 		$153K Hold
1,654
– – 0.02% 245
2024
Q3 		$172K Sell
1,654
-200
-11% -$19.1K 0.02% 234
2024
Q2 		$178K Sell
1,854
-1,067
-37% -$103K 0.02% 218
2024
Q1 		$290K Sell
2,921
-174
-6% -$16.1K 0.03% 183
2023
Q4 		$277K Sell
3,095
-8
-0.3% -$665 0.03% 185
2023
Q3 		$249K Sell
3,103
-140
-4% -$12K 0.03% 178
2023
Q2 		$289K Sell
3,243
-61
-2% -$5.14K 0.04% 177
2023
Q1 		$279K Sell
3,304
-750
-19% -$62.1K 0.04% 182
2022
Q4 		$317K Sell
4,054
-86
-2% -$6.35K 0.04% 172
2022
Q3 		$264K Sell
4,140
-50
-1% -$3.66K 0.04% 177
2022
Q2 		$297K Sell
4,190
-1,005
-19% -$74K 0.04% 168
2022
Q1 		$400K Sell
5,195
-190
-4% -$15.2K 0.05% 159
2021
Q4 		$468K Sell
5,385
-3,150
-37% -$264K 0.05% 154
2021
Q3 		$702K Sell
8,535
-2,160
-20% -$190K 0.08% 129
2021
Q2 		$874K Sell
10,695
-1,196
-10% -$92K 0.1% 125
2021
Q1 		$814K Sell
11,891
-3,333
-22% -$218K 0.09% 129
2020
Q4 		$1.03M Sell
15,224
-500
-3% -$32.4K 0.12% 121
2020
Q3 		$981K Sell
15,724
-3,371
-18% -$206K 0.13% 117
2020
Q2 		$1.09M Buy
+19,095
New +$989K 0.15% 101

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

Webster Bank's OTIS Position: Q2 2026 in Review

Webster Bank reduced its Otis Worldwide (OTIS) stake by 12% in Q2 2026, selling an estimated $11.2K and leaving 1,058 shares worth $75.8K. The position accounts for 0.01% of the portfolio, ranked #329.

Webster Bank first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.09M in Q2 2020. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Webster Bank held 1,058 shares of Otis Worldwide worth $75.8K as of Q2 2026.
  • Webster Bank sold 150 Otis Worldwide shares in Q2 2026, an estimated $11.2K.
  • Otis Worldwide made up 0.01% of Webster Bank's portfolio in Q2 2026, its #329 holding.
  • Webster Bank first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Webster Bank's Otis Worldwide position peaked at $1.09M in Q2 2020.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Webster Bank's 13F filing for Q2 2026, filed 20 Jul 2026.