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Phocas Financial Corp.

SEC CIK
0001356783
Latest filing
Jul 30, 2026

OTTR holding history

Otter Tail Corp in every 13F filed by Phocas Financial Corp., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OTTR overviewAll 13F holders of OTTRFull Q2 2026 holdings

Shares (Q2 2026)
72,681
Value
$6.54M
% of portfolio
0.9%
Quarters held
22
Since Q1 2021
Holdings of OTTR by Phocas Financial Corp., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202672,681$6.54M0.9%−3,802−5.0%ReducedHolders
Q1 202676,483$6.71M1.1%−21,195−21.7%ReducedHolders
Q4 202597,678$7.89M1.0%−235−0.2%ReducedHolders
Q3 202597,913$8.03M1.0%+1,994+2.1%AddedHolders
Q2 202595,919$7.39M1.1%+140.0%AddedHolders
Q1 202595,905$7.71M1.2%−5,540−5.5%ReducedHolders
Q4 2024101,445$7.49M1.0%−836−0.8%ReducedHolders
Q3 2024102,281$7.99M1.2%−6,256−5.8%ReducedHolders
Q2 2024108,537$9.51M1.4%−2,057−1.9%ReducedHolders
Q1 2024110,594$9.55M1.4%−2,898−2.6%ReducedHolders
Q4 2023113,492$9.64M1.3%+2,188+2.0%AddedHolders
Q3 2023111,304$8.45M1.2%−153−0.1%ReducedHolders
Q2 2023111,457$8.80M1.2%−800−0.7%ReducedHolders
Q1 2023112,257$8.11M1.2%+1,135+1.0%AddedHolders
Q4 2022111,122$6.52M0.9%−154−0.1%ReducedHolders
Q3 2022111,276$6.85M1.1%+3,529+3.3%AddedHolders
Q2 2022107,747$7.23M1.1%−1,227−1.1%ReducedHolders
Q1 2022108,974$6.81M0.9%−1,831−1.7%ReducedHolders
Q4 2021110,805$7.91M1.0%−2,607−2.3%ReducedHolders
Q3 2021113,412$6.35M0.8%+901+0.8%AddedHolders
Q2 2021112,511$5.49M0.7%−5,007−4.3%ReducedHolders
Q1 2021117,518$5.43M0.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.