OARSMAN CAPITAL, INC.

Position in C — Citigroup Inc

CIK 1569667 MILWAUKEE, WI

Position in C

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

Position Value

$5,400,076

+$1,062,938 QoQ

Shares Held

38,583

+0.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.74%

of 13F equity value

Holder Rank

#734

of 2,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Financial Services · as of Jun 30, 2026

OARSMAN CAPITAL, INC. holds $14,785,022 across 5 Banks - Diversified names. C ranks #1 (36.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc This page	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/	1,178	$208,152

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,400,076	38,583	+0.9%	Shares	Sole	2026-08-07
2026-03-31	$4,337,138	38,243	-7.2%	Shares	Sole	2026-04-28
2025-12-31	$4,808,794	41,210	+0.5%	Shares	Sole	2026-02-13
2025-09-30	$4,159,977	40,985	+0.1%	Shares	Sole	2025-11-21
2025-06-30	$3,486,344	40,958	+117.1%	Shares	Sole	2025-08-01
2025-03-31	$1,339,155	18,864	+2.2%	Shares	Sole	2025-05-14
2024-12-31	$1,299,751	18,465	-0.1%	Shares	Sole	2025-02-13
2024-09-30	$1,156,973	18,482	+5.7%	Shares	Sole	2024-11-08
2024-06-30	$1,109,407	17,482	+2.0%	Shares	Sole	2024-08-12
2024-03-31	$1,083,870	17,139	0.0%	Shares	Sole	2024-05-15
2023-12-31	$881,630	17,139	+2.9%	Shares	Sole	2024-02-16
2023-09-30	$685,390	16,664	-3.0%	Shares	Sole	2023-10-27
2023-06-30	$790,737	17,175	-22.7%	Shares	Sole	2023-08-10
2023-03-31	$1,041,848	22,219	-4.9%	Shares	Sole	2023-05-11
2022-12-31	$1,056,301	23,354	-3.5%	Shares	Sole	2023-02-09
2022-09-30	$1,008,372	24,199	-3.6%	Shares	Sole	2022-11-10
2022-06-30	$1,154,073	25,094	-1.9%	Shares	Sole	2022-08-10
2022-03-31	$1,365,651	25,574	-6.2%	Shares	Sole	2022-05-11
2021-12-31	$1,646,291	27,261	-0.5%	Shares	Sole	2022-02-10
2021-09-30	$1,922,651	27,396	+8.4%	Shares	Sole	2021-11-12
2021-06-30	$1,787,923	25,271	+0.4%	Shares	Sole	2021-08-12
2021-03-31	$1,831,917	25,181	+1.2%	Shares	Sole	2021-05-12
2020-12-31	$1,534,347	24,884	+12.1%	Shares	Sole	2021-02-11
2020-09-30	$956,610	22,190	+3.9%	Shares	Sole	2020-11-12
2020-06-30	$1,090,985	21,350	-23.9%	Shares	Sole	2020-08-13
2020-03-31	$1,181,929	28,061	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.