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BOLTON SECURITIES CORPORATION’s Otter Tail OTTR Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q1 		$603K Buy
+6,873
New +$595K 0.03% 493
2025
Q3 		$563K Buy
+6,873
New +$557K 0.03% 477
2025
Q1 		$488K Buy
+6,068
New +$480K 0.03% 486

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 $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's OTTR Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Otter Tail (OTTR) in Q1 2026: 6,873 shares worth $603K. The stake represents 0.03% of the portfolio and ranks #493 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in OTTR as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in OTTR in Q1 2025 and has held it in 3 quarters since. 351 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 6,873 shares of Otter Tail worth $603K as of Q1 2026.
  • Otter Tail was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Otter Tail made up 0.03% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #493 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Otter Tail in Q1 2025 and has held it in 3 quarters since.
  • 351 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.