CAPITAL ADVISORS INC/OK

Position in BAC — Bank Of America Corp /De/

CIK 860828 TULSA, OK

Position in BAC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,136,237

+$289,831 QoQ

Shares Held

37,491

-1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,428

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Financial Services · as of Jun 30, 2026

CAPITAL ADVISORS INC/OK holds $188,674,172 across 5 Banks - Diversified names. BAC ranks #2 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	565,120	$184,980,729
2	BAC	Bank Of America Corp /De/ This page	37,491	$2,136,237
3	C	Citigroup Inc	5,195	$727,092
4	WFC	Wells Fargo & Company/Mn	7,558	$624,593
5	RY	Royal Bank Of Canada	993	$205,521

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,136,237	37,491	-1.0%	Shares	Sole	2026-07-23
2026-03-31	$1,846,406	37,875	-5.2%	Shares	Sole	2026-04-27
2025-12-31	$2,198,405	39,971	-1.8%	Shares	Sole	2026-01-15
2025-09-30	$2,099,351	40,693	-11.4%	Shares	Sole	2025-10-21
2025-06-30	$2,172,792	45,917	+2.8%	Shares	Sole	2025-07-22
2025-03-31	$1,864,705	44,685	+3.4%	Shares	Sole	2025-04-29
2024-12-31	$1,899,782	43,226	+0.9%	Shares	Sole	2025-01-29
2024-09-30	$1,699,613	42,833	-13.0%	Shares	Sole	2024-10-28
2024-06-30	$1,958,990	49,258	+0.7%	Shares	Sole	2024-07-31
2024-03-31	$1,854,250	48,899	-29.8%	Shares	Sole	2024-04-29
2023-12-31	$2,346,596	69,694	+36.0%	Shares	Sole	2024-01-29
2023-09-30	$1,403,580	51,263	-3.7%	Shares	Sole	2023-10-24
2023-06-30	$1,528,029	53,260	-3.6%	Shares	Sole	2023-07-18
2023-03-31	$1,580,378	55,258	+3.4%	Shares	Sole	2023-04-19
2022-12-31	$1,770,098	53,445	0.0%	Shares	Sole	2023-01-17
2022-09-30	$1,614,039	53,445	+12.2%	Shares	Sole	2022-10-17
2022-06-30	$1,482,286	47,616	+0.0%	Shares	Sole	2022-07-15
2022-03-31	$1,962,401	47,608	+2.2%	Shares	Sole	2022-05-05
2021-12-31	$2,072,477	46,583	-2.2%	Shares	Sole	2022-01-27
2021-09-30	$2,021,171	47,613	+4.6%	Shares	Sole	2021-10-25
2021-06-30	$1,877,201	45,530	+8.4%	Shares	Sole	2021-08-02
2021-03-31	$1,625,676	42,018	-3.8%	Shares	Sole	2021-05-25
2020-12-31	$1,323,395	43,662	-21.2%	Shares	Sole	2021-02-08
2020-09-30	$1,334,104	55,380	+6.6%	Shares	Sole	2020-11-02
2020-06-30	$1,233,575	51,940	-2.0%	Shares	Sole	2020-09-02
2020-03-31	$1,124,807	52,982	—	Shares	Sole	2020-05-21
No filing history on record for this holder in this stock.