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Equibles

Vest Financial, LLC

Position in OTTR — Otter Tail Corp

CIK 1709632 MCLEAN, VA
Back to OTTR Full portfolio

Position in OTTR

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$3,826,219
+$222,910 QoQ
Shares Held
42,523
+3.6% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#70
of 362 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in OTTR Over Time

Shares Held

Position Value (USD)

Position in Conglomerates

Industrials · as of Jun 30, 2026

Vest Financial, LLC holds $19,633,511 across 5 Conglomerates names. OTTR ranks #2 (19.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GHC
Graham Holdings Co
 6,719 $7,669,200
2 OTTR
Otter Tail Corp
This page 		42,523 $3,826,219
3 MMM
3M Co
 19,770 $3,200,960
4 HON
Honeywell International Inc
 11,239 $2,516,411
5 VMI
Valmont Industries Inc
 4,191 $2,420,721

All Filings in OTTR

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,826,219 42,523
2026-03-31 $3,603,309 41,054
2025-12-31 $4,402,205 54,476
2025-09-30 $5,360,919 65,401
2025-06-30 $3,177,341 41,216
2025-03-31 $2,411,019 29,999