OARSMAN CAPITAL, INC.

Position in BMO — Bank Of Montreal /Can/

CIK 1569667 MILWAUKEE, WI

Position in BMO

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

Position Value

$208,152

+$5,921 QoQ

Shares Held

1,178

-35.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#516

of 654 holders

Holding Since

Mar 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

OARSMAN CAPITAL, INC. holds $14,785,022 across 5 Banks - Diversified names. BMO ranks #5 (1.4% 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/	40,772	$2,323,188
5	BMO	Bank Of Montreal /Can/ This page	1,178	$208,152

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$208,152	1,178	-35.6%	Shares	Sole	2026-08-07
2025-06-30	$202,231	1,828	-8.5%	Shares	Sole	2025-08-01
2024-12-31	$193,905	1,998	-5.7%	Shares	Sole	2025-02-13
2024-09-30	$191,043	2,118	-33.4%	Shares	Sole	2024-11-08
2023-12-31	$314,530	3,179	+3.2%	Shares	Sole	2024-02-16
2023-09-30	$259,775	3,079	0.0%	Shares	Sole	2023-10-27
2023-06-30	$278,064	3,079	-3.1%	Shares	Sole	2023-08-10
2023-03-31	$283,280	3,179	0.0%	Shares	Sole	2023-05-11
2022-12-31	$288,017	3,179	+26.5%	Shares	Sole	2023-02-09
2022-09-30	$220,239	2,513	0.0%	Shares	Sole	2022-11-10
2022-06-30	$241,675	2,513	+4.1%	Shares	Sole	2022-08-10
2022-03-31	$284,661	2,413	+3.9%	Shares	Sole	2022-05-11
2021-12-31	$250,233	2,323	-0.6%	Shares	Sole	2022-02-10
2021-09-30	$233,069	2,337	0.0%	Shares	Sole	2021-11-12
2021-06-30	$239,682	2,337	-1.7%	Shares	Sole	2021-08-12
2021-03-31	$211,838	2,377	—	Shares	Sole	2021-05-12
No filing history on record for this holder in this stock.