West Financial Advisors’s Otter Tail OTTR Stock Holding History

West Financial Advisors’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	$30.1K	Hold	334	–	–	﹤0.01%	119
2026 Q1	$29.3K	Hold	334	–	–	0.01%	116
2025 Q4	$27K	Hold	334	–	–	﹤0.01%	120
2025 Q3	$27.4K	Hold	334	–	–	﹤0.01%	124
2025 Q2	$25.7K	Hold	334	–	–	﹤0.01%	130
2025 Q1	$26.8K	Hold	334	–	–	0.01%	124
2024 Q4	$24.7K	Hold	334	–	–	﹤0.01%	125
2024 Q3	$26.1K	Hold	334	–	–	0.01%	116
2024 Q2	$29.3K	Hold	334	–	–	0.01%	98
2024 Q1	$28.9K	Hold	334	–	–	0.01%	98
2023 Q4	$28.4K	Hold	334	–	–	0.01%	97
2023 Q3	$25.4K	Hold	334	–	–	0.01%	100
2023 Q2	$26.4K	Hold	334	–	–	0.01%	98
2023 Q1	$24.1K	Hold	334	–	–	0.01%	97
2022 Q4	$19.6K	Hold	334	–	–	0.01%	99
2022 Q3	$21K	Hold	334	–	–	0.01%	123
2022 Q2	$22K	Hold	334	–	–	0.01%	115
2022 Q1	$21K	Hold	334	–	–	0.01%	120
2021 Q4	$24K	Hold	334	–	–	0.01%	129
2021 Q3	$19K	Hold	334	–	–	0.01%	119
2021 Q2	$16K	Hold	334	–	–	﹤0.01%	114
2021 Q1	$15K	Sell	334 -238	-42%	-$10.2K	0.01%	118
2020 Q4	$24K	Buy	+572	New	+$23.3K	0.01%	105

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

West Financial Advisors's OTTR Position: Q2 2026 in Review

West Financial Advisors held its Otter Tail (OTTR) position steady in Q2 2026 at 334 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #119.

West Financial Advisors first reported a position in OTTR in Q4 2020 and has held it in 23 quarters since. 49 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

West Financial Advisors held 334 shares of Otter Tail worth $30.1K as of Q2 2026.
West Financial Advisors left its Otter Tail share count unchanged in Q2 2026.
Otter Tail made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #119 holding.
West Financial Advisors first reported a position in Otter Tail in Q4 2020 and has held it in 23 quarters since.
49 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.