CAPITAL ADVISORS INC/OK

Position in C — Citigroup Inc

CIK 860828 TULSA, OK

Position in C

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

Position Value

$727,092

-$122,462 QoQ

Shares Held

5,195

-30.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,510

of 2,621 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

CAPITAL ADVISORS INC/OK holds $188,674,172 across 5 Banks - Diversified names. C ranks #3 (0.4% 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/	37,491	$2,136,237
3	C	Citigroup Inc This page	5,195	$727,092
4	WFC	Wells Fargo & Company/Mn	7,558	$624,593
5	RY	Royal Bank Of Canada	993	$205,521

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$727,092	5,195	-30.7%	Shares	Sole	2026-07-23
2026-03-31	$849,554	7,491	+20.4%	Shares	Sole	2026-04-27
2025-12-31	$726,161	6,223	+35.8%	Shares	Sole	2026-01-15
2025-09-30	$465,276	4,584	+11.0%	Shares	Sole	2025-10-21
2025-06-30	$351,460	4,129	+1.1%	Shares	Sole	2025-07-22
2025-03-31	$290,065	4,086	+8.4%	Shares	Sole	2025-04-29
2024-12-31	$265,440	3,771	+1.1%	Shares	Sole	2025-01-29
2024-09-30	$233,560	3,731	-8.1%	Shares	Sole	2024-10-28
2024-06-30	$257,711	4,061	+4.3%	Shares	Sole	2024-07-31
2024-03-31	$246,193	3,893	-99.2%	Shares	Sole	2024-04-29
2021-12-31	$30,054,291	497,670	+1.2%	Shares	Sole	2022-01-27
2021-09-30	$34,508,418	491,713	+1.3%	Shares	Sole	2021-10-25
2021-06-30	$34,359,030	485,640	+2.5%	Shares	Sole	2021-08-02
2021-03-31	$34,462,766	473,715	+22.9%	Shares	Sole	2021-05-25
2020-12-31	$23,763,332	385,393	+15.0%	Shares	Sole	2021-02-08
2020-09-30	$14,441,677	334,996	+0.5%	Shares	Sole	2020-11-02
2020-06-30	$17,036,842	333,402	+5198.8%	Shares	Sole	2020-09-02
2020-03-31	$265,019	6,292	—	Shares	Sole	2020-05-21
No filing history on record for this holder in this stock.