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Equibles

Phocas Financial Corp.

Position in OTTR — Otter Tail Corp

CIK 1356783 ALAMEDA, CA
Back to OTTR Full portfolio

Position in OTTR

as of Jun 30, 2026 · filed Jul 31, 2026
Position Value
$6,539,836
-$173,076 QoQ
Shares Held
72,681
-5.0% QoQ
Ownership
0.173%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#48
of 362 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority Sole 16% Shared 0% None 84%

Common Shares in OTTR Over Time

Shares Held

Position Value (USD)

Position in Conglomerates

Industrials · as of Jun 30, 2026

Phocas Financial Corp. holds $6,539,836 across 1 Conglomerates name. OTTR ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 OTTR
Otter Tail Corp
This page 		72,681 $6,539,836

All Filings in OTTR

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22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,539,836 72,681
2026-03-31 $6,712,912 76,483
2025-12-31 $7,893,359 97,678
2025-09-30 $8,025,928 97,913
2025-06-30 $7,394,395 95,919
2025-03-31 $7,707,884 95,905
2024-12-31 $7,490,698 101,445
2024-09-30 $7,994,282 102,281
2024-06-30 $9,506,755 108,537
2024-03-31 $9,555,321 110,594
2023-12-31 $9,643,415 113,492
2023-09-30 $8,450,199 111,304
2023-06-30 $8,800,644 111,457
2023-03-31 $8,112,813 112,257
2022-12-31 $6,523,972 111,122
2022-09-30 $6,845,699 111,276
2022-06-30 $7,233,056 107,747
2022-03-31 $6,810,875 108,974
2021-12-31 $7,913,693 110,805
2021-09-30 $6,347,669 113,412
2021-06-30 $5,491,661 112,511
2021-03-31 $5,425,806 117,518