Bell Investment Advisors, Inc

Position in OTTR — Otter Tail Corp

CIK 1890149 ORINDA, CA

Position in OTTR

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,349

+$33 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#336

of 358 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Bell Investment Advisors, Inc holds $586,348 across 5 Conglomerates names. OTTR ranks #4 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MMM	3M Co	3,377	$546,770
2	HON	Honeywell International Inc	135	$30,226
3	GHC	Graham Holdings Co	6	$6,848
4	OTTR	Otter Tail Corp This page	15	$1,349
5	VMI	Valmont Industries Inc	2	$1,155

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,349	15	0.0%	Shares	Sole	2026-08-07
2026-03-31	$1,316	15	0.0%	Shares	Sole	2026-04-17
2025-12-31	$1,212	15	-70.6%	Shares	Sole	2026-02-24
2025-09-30	$4,180	51	-8.9%	Shares	Sole	2025-11-21
2025-06-30	$4,317	56	-6.7%	Shares	Sole	2025-08-11
2025-03-31	$4,822	60	+11.1%	Shares	Sole	2025-05-16
2024-12-31	$3,987	54	+86.2%	Shares	Sole	2025-02-07
2024-09-30	$2,266	29	-29.3%	Shares	Sole	2024-11-13
2024-06-30	$3,591	41	0.0%	Shares	Sole	2024-08-08
2024-03-31	$3,542	41	+17.1%	Shares	Sole	2024-05-08
2023-12-31	$2,973	35	-18.6%	Shares	Sole	2024-02-14
2023-09-30	$3,264	43	-8.5%	Shares	Sole	2023-11-08
2023-06-30	$3,711	47	-11.3%	Shares	Sole	2023-08-09
2023-03-31	$3,830	53	+17.8%	Shares	Sole	2023-05-10
2022-12-31	$2,641	45	-30.8%	Shares	Sole	2023-02-09
2022-09-30	$3,998	65	+242.1%	Shares	Sole	2022-11-09
2022-06-30	$1,275	19	-26.9%	Shares	Sole	2022-08-12
2021-12-31	$1,856	26	-38.1%	Shares	Sole	2022-02-14
2021-09-30	$2,350	42	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.