OARSMAN CAPITAL, INC.

Position in WFC — Wells Fargo & Company/Mn

CIK 1569667 MILWAUKEE, WI

Position in WFC

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

Position Value

$3,874,576

+$259,327 QoQ

Shares Held

46,885

+3.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.25%

of 13F equity value

Holder Rank

#764

of 2,859 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Financial Services · as of Jun 30, 2026

OARSMAN CAPITAL, INC. holds $14,785,022 across 5 Banks - Diversified names. WFC ranks #2 (26.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	38,583	$5,400,076
2	WFC	Wells Fargo & Company/Mn This page	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

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,874,576	46,885	+3.2%	Shares	Sole	2026-08-07
2026-03-31	$3,615,249	45,412	+3.9%	Shares	Sole	2026-04-28
2025-12-31	$4,074,238	43,715	+7.5%	Shares	Sole	2026-02-13
2025-09-30	$3,407,366	40,651	+1.6%	Shares	Sole	2025-11-21
2025-06-30	$3,207,203	40,030	+3.4%	Shares	Sole	2025-08-01
2025-03-31	$2,780,067	38,725	+0.8%	Shares	Sole	2025-05-14
2024-12-31	$2,697,848	38,409	+1.7%	Shares	Sole	2025-02-13
2024-09-30	$2,133,570	37,769	+3.4%	Shares	Sole	2024-11-08
2024-06-30	$2,168,685	36,516	+2.1%	Shares	Sole	2024-08-12
2024-03-31	$2,073,287	35,771	-9.0%	Shares	Sole	2024-05-15
2023-12-31	$1,933,804	39,289	+12.8%	Shares	Sole	2024-02-16
2023-09-30	$1,422,867	34,823	+0.5%	Shares	Sole	2023-10-27
2023-06-30	$1,479,502	34,665	+20.4%	Shares	Sole	2023-08-10
2023-03-31	$1,076,506	28,799	+1.8%	Shares	Sole	2023-05-11
2022-12-31	$1,168,507	28,300	-0.4%	Shares	Sole	2023-02-09
2022-09-30	$1,143,173	28,423	-2.5%	Shares	Sole	2022-11-10
2022-06-30	$1,142,393	29,165	-1.8%	Shares	Sole	2022-08-10
2022-03-31	$1,439,407	29,703	-8.0%	Shares	Sole	2022-05-11
2021-12-31	$1,549,562	32,296	-3.4%	Shares	Sole	2022-02-10
2021-09-30	$1,552,368	33,449	-1.4%	Shares	Sole	2021-11-12
2021-06-30	$1,535,874	33,912	+1.8%	Shares	Sole	2021-08-12
2021-03-31	$1,302,046	33,326	+397.0%	Shares	Sole	2021-05-12
2020-12-31	$202,387	6,706	-18.0%	Shares	Sole	2021-02-11
2020-06-30	$209,356	8,178	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.