Position in OTTR
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$10,765,297
+$299,954 QoQ
Shares Held
119,641
+0.3% QoQ
Ownership
0.285%
of shares outstanding
% of Portfolio
6.92%
of 13F equity value
Holder Rank
#1
of 30 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 97.79339858409742.ToString("F0")%
Shared 2.206601415902575.ToString("F0")%
None 0.ToString("F0")%
Common Shares in OTTR Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026Bank & Trust Co holds $11,077,621 across 2 Conglomerates names. OTTR ranks #1 (97.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OTTR |
Otter Tail Corp
This page
|
119,641 | $10,765,297 | |
| 2 | MMM |
3M Co
|
1,929 | $312,324 |
All Filings in OTTR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,765,297 | 119,641 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $10,465,343 | 119,236 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $9,860,112 | 122,016 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $10,005,504 | 122,063 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $9,470,043 | 122,844 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $9,923,444 | 123,472 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $9,257,985 | 125,379 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $9,926,398 | 127,001 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $11,129,010 | 127,058 | Shares | Sole | 2024-07-08 | |
| No filing history on record for this holder in this stock. | ||||||