Position in OTIS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$33,866
-$2,592 QoQ
Shares Held
473
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#992
of 1,211 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CoreFirst Bank & Trust holds $2,009,144 across 5 Specialty Industrial Machinery names. OTIS ranks #5 (1.7% of the industry book) .
All Filings in OTIS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,866 | 473 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $36,458 | 473 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $41,316 | 473 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $56,960 | 623 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $61,689 | 623 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $57,696 | 623 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $64,754 | 623 | Shares | Sole | 2025-02-11 | |
| 2024-03-31 | $61,845 | 623 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $56,634 | 633 | Shares | Sole | 2024-03-18 | |
| 2023-09-30 | $50,836 | 633 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $63,375 | 712 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $76,719 | 909 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $79,797 | 1,019 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $65,012 | 1,019 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $72,083 | 1,020 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $70,640 | 918 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $79,930 | 918 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $75,533 | 918 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $68,032 | 832 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $67,970 | 993 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $67,077 | 993 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||