CAPITAL ADVISORS INC/OK

Position in BN — BROOKFIELD Corp /ON/

CIK 860828 TULSA, OK

Position in BN

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$41,317,158

-$18,083,316 QoQ

Shares Held

1,020,933

-21.1% QoQ

Ownership

0.046%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.08521616991516584.ToString("F0")% Shared 0.ToString("F0")% None 99.91478383008483.ToString("F0")%

Financial Services · as of Mar 31, 2026

CAPITAL ADVISORS INC/OK holds $99,839,647 across 6 Asset Management names. BN ranks #1 (41.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BN	BROOKFIELD Corp /ON/ This page	1,020,933	$41,317,158
2	BX	Blackstone Inc.	249,625	$28,704,378
3	ARCC	Ares Capital Corp	1,575,250	$28,386,005
4	APO	Apollo Global Management, Inc.	5,767	$642,559
5	BLK	BlackRock, Inc.	605	$581,834
6	PHYS	Sprott Physical Gold Trust	5,861	$207,713

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$41,317,158	1,020,933	-21.1%	Shares	Sole	2026-04-27
2025-12-31	$59,400,474	1,294,410	+53.9%	Shares	Sole	2026-01-15
2025-09-30	$38,448,508	840,956	+3.6%	Shares	Sole	2025-10-21
2025-06-30	$33,471,048	811,748	+3.0%	Shares	Sole	2025-07-22
2025-03-31	$27,525,242	787,786	+1.7%	Shares	Sole	2025-04-29
2024-12-31	$29,677,406	774,867	-0.1%	Shares	Sole	2025-01-29
2024-09-30	$27,471,189	775,293	+2.5%	Shares	Sole	2024-10-28
2024-06-30	$20,942,504	756,230	-15.4%	Shares	Sole	2024-07-31
2024-03-31	$24,950,386	893,853	+2.9%	Shares	Sole	2024-04-29
2023-12-31	$23,239,057	868,857	+7.1%	Shares	Sole	2024-01-29
2023-09-30	$16,917,347	811,512	+28.3%	Shares	Sole	2023-10-24
2023-06-30	$14,194,625	632,748	+3.3%	Shares	Sole	2023-07-18
2023-03-31	$13,314,056	612,797	+1.6%	Shares	Sole	2023-04-19
2022-12-31	$12,652,772	603,280	—	Shares	Sole	2023-01-17
No filing history on record for this holder in this stock.