Position in OTTR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$59,476
+$2,514 QoQ
Shares Held
661
+1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#284
of 358 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in OTTR Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026UMB Bank, n.a. holds $5,022,795 across 7 Conglomerates names. OTTR ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MMM |
3M Co
|
20,521 | $3,322,555 | |
| 2 | HON |
Honeywell International Inc
|
3,301 | $739,093 | |
| 3 | MATW |
Matthews International Corp
|
26,166 | $704,388 | |
| 4 | VMI |
Valmont Industries Inc
|
228 | $131,692 | |
| 5 | OTTR |
Otter Tail Corp
This page
|
661 | $59,476 | |
| 6 | DLX |
Deluxe Corp
|
1,743 | $41,622 | |
| 7 | GHC |
Graham Holdings Co
|
21 | $23,969 |
All Filings in OTTR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,476 | 661 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $56,962 | 649 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $52,041 | 644 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,115 | 160 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,861 | 89 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $11,332 | 141 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,873 | 66 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $3,673 | 47 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $3,941 | 45 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,555 | 18 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||