OGOREK ANTHONY JOSEPH /NY/ /ADV

Position in BAC — Bank Of America Corp /De/

CIK 714364 WILLIAMSVILLE, NY

Position in BAC

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

Position Value

$154,757

+$29,372 QoQ

Shares Held

2,716

+5.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#3,321

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

OGOREK ANTHONY JOSEPH /NY/ /ADV holds $1,354,497 across 6 Banks - Diversified names. BAC ranks #2 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	2,616	$856,295
2	BAC	Bank Of America Corp /De/ This page	2,716	$154,757
3	C	Citigroup Inc	850	$118,966
4	WFC	Wells Fargo & Company/Mn	1,071	$88,507
5	RY	Royal Bank Of Canada	425	$87,962
6	BNY	Bank of New York Mellon Corp	332	$48,010

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$154,757	2,716	+5.6%	Shares	Sole	2026-08-07
2026-03-31	$125,385	2,572	-3.3%	Shares	Sole	2026-05-12
2025-12-31	$146,355	2,661	-16.1%	Shares	Sole	2026-01-23
2025-09-30	$163,591	3,171	-4.5%	Shares	Sole	2025-11-04
2025-06-30	$157,197	3,322	+5.8%	Shares	Sole	2025-08-08
2025-03-31	$130,990	3,139	+6054.9%	Shares	Sole	2025-05-09
2024-12-31	$2	51	+2.0%	Shares	Sole	2025-01-24
2024-09-30	$1,984	50	0.0%	Shares	Sole	2024-11-08
2024-06-30	$1,988	50	-80.2%	Shares	Sole	2024-08-08
2024-03-31	$9,593	253	-47.1%	Shares	Sole	2024-05-03
2023-12-31	$16,094	478	-98.7%	Shares	Sole	2024-02-09
2023-09-30	$996,412	36,392	-2.5%	Shares	Sole	2023-10-19
2023-06-30	$1,070,997	37,330	-37.9%	Shares	Sole	2023-08-03
2023-03-31	$1,718,974	60,104	-3.3%	Shares	Sole	2023-05-03
2022-12-31	$2,059,136	62,172	-0.5%	Shares	Sole	2023-01-30
2022-09-30	$1,887,711	62,507	+3.2%	Shares	Sole	2022-10-20
2022-06-30	$1,884,921	60,550	+121000.0%	Shares	Sole	2022-07-21
2022-03-31	$2,061	50	0.0%	Shares	Sole	2022-04-26
2021-12-31	$2,224	50	0.0%	Shares	Sole	2022-01-18
2021-09-30	$2,122	50	0.0%	Shares	Sole	2021-10-27
2021-06-30	$2,061	50	0.0%	Shares	Sole	2021-07-14
2021-03-31	$1,934	50	0.0%	Shares	Sole	2021-04-26
2020-12-31	$1,515	50	0.0%	Shares	Sole	2021-01-20
2020-09-30	$1,204	50	-69.5%	Shares	Sole	2020-11-02
2020-06-30	$3,895	164	0.0%	Shares	Sole	2020-08-07
2020-03-31	$3,481	164	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.