OneAscent Financial Services LLC

Position in OTTR — Otter Tail Corp

CIK 1780985 BIRMINGHAM, AL

Position in OTTR

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,035,797

-$160,032 QoQ

Shares Held

22,625

-9.6% QoQ

Ownership

0.054%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#91

of 362 holders

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

OneAscent Financial Services LLC holds $2,847,118 across 3 Conglomerates names. OTTR ranks #1 (71.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OTTR	Otter Tail Corp This page	22,625	$2,035,797
2	MMM	3M Co	3,570	$578,018
3	HON	Honeywell International Inc	1,042	$233,303

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,035,797	22,625	-9.6%	Shares	Sole	2026-08-11
2026-03-31	$2,195,829	25,018	+1.5%	Shares	Sole	2026-04-21
2025-09-30	$2,020,970	24,655	-0.2%	Shares	Sole	2025-10-22
2025-06-30	$1,904,893	24,710	-49.5%	Shares	Sole	2025-08-12
2025-03-31	$3,933,950	48,948	+98.3%	Shares	Sole	2025-05-05
2024-12-31	$1,822,445	24,681	-0.3%	Shares	Sole	2025-02-12
2024-09-30	$1,934,850	24,755	-18.2%	Shares	Sole	2024-11-07
2024-03-31	$2,613,513	30,249	-17.8%	Shares	Sole	2024-04-16
2023-12-31	$3,127,320	36,805	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.