Phocas Financial Corp.

Position in OTTR — Otter Tail Corp

CIK 1356783 ALAMEDA, CA

Position in OTTR

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$6,712,912

-$1,180,447 QoQ

Shares Held

76,483

-21.7% QoQ

Ownership

0.182%

of shares outstanding

% of Portfolio

1.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 16.180066158492735.ToString("F0")% Shared 0.ToString("F0")% None 83.81993384150726.ToString("F0")%

Industrials · as of Mar 31, 2026

Phocas Financial Corp. holds $6,712,912 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	76,483	$6,712,912

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,712,912	76,483	-21.7%	Shares	Sole	2026-05-01
2025-12-31	$7,893,359	97,678	-0.2%	Shares	Sole	2026-01-26
2025-09-30	$8,025,928	97,913	+2.1%	Shares	Sole	2025-11-12
2025-06-30	$7,394,395	95,919	+0.0%	Shares	Sole	2025-08-06
2025-03-31	$7,707,884	95,905	-5.5%	Shares	Sole	2025-05-09
2024-12-31	$7,490,698	101,445	-0.8%	Shares	Sole	2025-03-05
2024-09-30	$7,994,282	102,281	-5.8%	Shares	Sole	2024-11-07
2024-06-30	$9,506,755	108,537	-1.9%	Shares	Sole	2024-07-24
2024-03-31	$9,555,321	110,594	-2.6%	Shares	Sole	2024-05-01
2023-12-31	$9,643,415	113,492	+2.0%	Shares	Sole	2024-01-30
2023-09-30	$8,450,199	111,304	-0.1%	Shares	Sole	2023-10-10
2023-06-30	$8,800,644	111,457	-0.7%	Shares	Sole	2023-07-13
2023-03-31	$8,112,813	112,257	+1.0%	Shares	Sole	2023-04-13
2022-12-31	$6,523,972	111,122	-0.1%	Shares	Sole	2023-01-11
2022-09-30	$6,845,699	111,276	+3.3%	Shares	Sole	2022-10-14
2022-06-30	$7,233,056	107,747	-1.1%	Shares	Sole	2022-08-15
2022-03-31	$6,810,875	108,974	-1.7%	Shares	Sole	2022-05-25
2021-12-31	$7,913,693	110,805	-2.3%	Shares	Sole	2022-02-15
2021-09-30	$6,347,669	113,412	+0.8%	Shares	Sole	2021-11-16
2021-06-30	$5,491,661	112,511	-4.3%	Shares	Sole	2021-08-16
2021-03-31	$5,425,806	117,518	—	Shares	Sole	2021-06-22
No filing history on record for this holder in this stock.