Position in OTIS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,076
-$159 QoQ
Shares Held
29
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,156
of 1,211 holders
Holding Since
Dec 2024
7 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, 2026BankPlus Trust Department holds $1,048,034 across 7 Specialty Industrial Machinery names. OTIS ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
1,229 | $332,407 | |
| 2 | ETN |
Eaton Corp plc
|
735 | $313,198 | |
| 3 | AME |
Ametek Inc/
|
1,240 | $300,005 | |
| 4 | CMI |
Cummins Inc
|
94 | $67,041 | |
| 5 | PH |
Parker-Hannifin Corp
|
25 | $24,453 | |
| 6 | IR |
Ingersoll Rand Inc.
|
108 | $8,854 | |
| 7 | OTIS |
Otis Worldwide Corp
This page
|
29 | $2,076 |
All Filings in OTIS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,076 | 29 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,235 | 29 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,533 | 29 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,651 | 29 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,822 | 79 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $8,152 | 79 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $7,316 | 79 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||