OARSMAN CAPITAL, INC.

Position in BAC — Bank Of America Corp /De/

CIK 1569667 MILWAUKEE, WI

Position in BAC

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

Position Value

$2,323,188

+$276,030 QoQ

Shares Held

40,772

-2.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#1,377

of 3,595 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Financial Services · as of Jun 30, 2026

OARSMAN CAPITAL, INC. holds $14,785,022 across 5 Banks - Diversified names. BAC ranks #4 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	38,583	$5,400,076
2	WFC	Wells Fargo & Company/Mn	46,885	$3,874,576
3	JPM	Jpmorgan Chase & Co	9,101	$2,979,030
4	BAC	Bank Of America Corp /De/ This page	40,772	$2,323,188
5	BMO	Bank Of Montreal /Can/	1,178	$208,152

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,323,188	40,772	-2.9%	Shares	Sole	2026-08-07
2026-03-31	$2,047,158	41,993	-0.6%	Shares	Sole	2026-04-28
2025-12-31	$2,324,685	42,267	+13.7%	Shares	Sole	2026-02-13
2025-09-30	$1,918,374	37,185	+1.8%	Shares	Sole	2025-11-21
2025-06-30	$1,729,214	36,543	-17.6%	Shares	Sole	2025-08-01
2025-03-31	$1,850,224	44,338	-1.0%	Shares	Sole	2025-05-14
2024-12-31	$1,968,124	44,781	+0.8%	Shares	Sole	2025-02-13
2024-09-30	$1,762,347	44,414	+4.5%	Shares	Sole	2024-11-08
2024-06-30	$1,690,702	42,512	+3.6%	Shares	Sole	2024-08-12
2024-03-31	$1,555,478	41,020	-4.5%	Shares	Sole	2024-05-15
2023-12-31	$1,446,395	42,958	-5.5%	Shares	Sole	2024-02-16
2023-09-30	$1,244,010	45,435	+0.4%	Shares	Sole	2023-10-27
2023-06-30	$1,298,939	45,275	-2.4%	Shares	Sole	2023-08-10
2023-03-31	$1,326,353	46,376	+1.5%	Shares	Sole	2023-05-11
2022-12-31	$1,513,683	45,703	+0.6%	Shares	Sole	2023-02-09
2022-09-30	$1,372,076	45,433	-0.5%	Shares	Sole	2022-11-10
2022-06-30	$1,422,111	45,683	-0.9%	Shares	Sole	2022-08-10
2022-03-31	$1,899,417	46,080	+23.5%	Shares	Sole	2022-05-11
2021-12-31	$1,659,832	37,308	-16.2%	Shares	Sole	2022-02-10
2021-09-30	$1,888,812	44,495	-5.6%	Shares	Sole	2021-11-12
2021-06-30	$1,944,200	47,155	-0.1%	Shares	Sole	2021-08-12
2021-03-31	$1,825,587	47,185	-8.8%	Shares	Sole	2021-05-12
2020-12-31	$1,568,724	51,756	+7.3%	Shares	Sole	2021-02-11
2020-09-30	$1,161,908	48,232	-22.6%	Shares	Sole	2020-11-12
2020-06-30	$1,480,741	62,347	+37.4%	Shares	Sole	2020-08-13
2020-03-31	$963,438	45,381	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.