ZBNA
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Zions Bancorporation, National Association’s Otis Worldwide OTIS Stock Holding History

Zions Bancorporation, National Association’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 		$30.9K Sell
431
-247
-36% -$18.4K ﹤0.01% 665
2026
Q1 		$52.3K Sell
678
-34
-5% -$2.98K ﹤0.01% 527
2025
Q4 		$62.2K Buy
712
+294
+70% +$26.3K ﹤0.01% 570
2025
Q3 		$38.2K Buy
418
+49
+13% +$4.45K ﹤0.01% 569
2025
Q2 		$36.5K Sell
369
-336
-48% -$32.4K ﹤0.01% 570
2025
Q1 		$72.8K Buy
+705
New +$68.9K ﹤0.01% 441

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
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 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

Zions Bancorporation, National Association's OTIS Position: Q2 2026 in Review

Zions Bancorporation, National Association reduced its Otis Worldwide (OTIS) stake by 36% in Q2 2026, selling an estimated $18.4K and leaving 431 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Zions Bancorporation, National Association first reported a position in OTIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $72.8K in Q1 2025. 483 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Zions Bancorporation, National Association held 431 shares of Otis Worldwide worth $30.9K as of Q2 2026.
  • Zions Bancorporation, National Association sold 247 Otis Worldwide shares in Q2 2026, an estimated $18.4K.
  • Otis Worldwide made up ﹤0.01% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #665 holding.
  • Zions Bancorporation, National Association first reported a position in Otis Worldwide in Q1 2025 and has held it in 6 quarters since.
  • Zions Bancorporation, National Association's Otis Worldwide position peaked at $72.8K in Q1 2025.
  • 483 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.