Vest Financial, LLC

Position in OTTR — Otter Tail Corp

CIK 1709632 MCLEAN, VA

Position in OTTR

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$3,603,309

-$798,896 QoQ

Shares Held

41,054

-24.6% QoQ

Ownership

0.098%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

Vest Financial, LLC holds $19,975,401 across 5 Conglomerates names. OTTR ranks #3 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GHC	Graham Holdings Co	6,594	$6,971,572
2	HON	Honeywell International Inc	22,132	$5,246,456
3	OTTR	Otter Tail Corp This page	41,054	$3,603,309
4	MMM	3M Co	17,202	$2,498,246
5	VMI	Valmont Industries Inc	4,144	$1,655,818

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,603,309	41,054	-24.6%	Shares	Defined	2026-04-24
2025-12-31	$4,402,205	54,476	-16.7%	Shares	Defined	2026-01-30
2025-09-30	$5,360,919	65,401	+58.7%	Shares	Defined	2025-10-30
2025-06-30	$3,177,341	41,216	+37.4%	Shares	Defined	2025-07-25
2025-03-31	$2,411,019	29,999	—	Shares	Defined	2025-04-11
No filing history on record for this holder in this stock.