OSTERWEIS CAPITAL MANAGEMENT INC

Position in C — Citigroup Inc

CIK 1007524 SAN FRANCISCO, CA

Position in C

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$183,907

+$34,887 QoQ

Shares Held

1,314

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,300

of 2,621 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

OSTERWEIS CAPITAL MANAGEMENT INC holds $53,582,978 across 5 Banks - Diversified names. C ranks #3 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	140,002	$45,826,854
2	BAC	Bank Of America Corp /De/	128,256	$7,308,026
3	C	Citigroup Inc This page	1,314	$183,907
4	WFC	Wells Fargo & Company/Mn	1,783	$147,347
5	BNY	Bank of New York Mellon Corp	808	$116,844

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$183,907	1,314	0.0%	Shares	Sole	2026-08-14
2026-03-31	$149,020	1,314	0.0%	Shares	Sole	2026-05-15
2025-12-31	$153,330	1,314	+40.5%	Shares	Sole	2026-02-17
2025-09-30	$94,902	935	0.0%	Shares	Sole	2025-11-14
2025-06-30	$79,587	935	+3016.7%	Shares	Sole	2025-08-14
2025-03-31	$2,129	30	—	Shares	Sole	2025-06-05
No filing history on record for this holder in this stock.