CAPITAL ADVISORS INC/OK

Position in WFC — Wells Fargo & Company/Mn

CIK 860828 TULSA, OK

Position in WFC

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

Position Value

$624,593

+$22,901 QoQ

Shares Held

7,558

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,653

of 2,859 holders

Holding Since

Dec 2022

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CAPITAL ADVISORS INC/OK holds $188,674,172 across 5 Banks - Diversified names. WFC ranks #4 (0.3% 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	5,195	$727,092
4	WFC	Wells Fargo & Company/Mn This page	7,558	$624,593
5	RY	Royal Bank Of Canada	993	$205,521

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$624,593	7,558	0.0%	Shares	Sole	2026-07-23
2026-03-31	$601,692	7,558	+17.5%	Shares	Sole	2026-04-27
2025-12-31	$599,369	6,431	+22.4%	Shares	Sole	2026-01-15
2025-09-30	$440,222	5,252	-21.5%	Shares	Sole	2025-10-21
2025-06-30	$536,163	6,692	+76.8%	Shares	Sole	2025-07-22
2025-03-31	$271,653	3,784	+19.4%	Shares	Sole	2025-04-29
2024-12-31	$222,660	3,170	-53.9%	Shares	Sole	2025-01-29
2022-12-31	$284,033	6,879	—	Shares	Sole	2023-01-17
No filing history on record for this holder in this stock.