OGOREK ANTHONY JOSEPH /NY/ /ADV

Position in BNY — Bank of New York Mellon Corp

CIK 714364 WILLIAMSVILLE, NY

Position in BNY

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

Position Value

$48,010

+$8,625 QoQ

Shares Held

332

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,717

of 1,868 holders

Holding Since

Mar 2025

6 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. BNY ranks #6 (3.5% 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/	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 This page	332	$48,010

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$48,010	332	0.0%	Shares	Sole	2026-08-07
2026-03-31	$39,385	332	-5.7%	Shares	Sole	2026-05-12
2025-12-31	$40,863	352	-13.7%	Shares	Sole	2026-01-23
2025-09-30	$44,455	408	-8.9%	Shares	Sole	2025-11-04
2025-06-30	$40,817	448	-4.9%	Shares	Sole	2025-08-08
2025-03-31	$39,502	471	—	Shares	Sole	2025-05-09
No filing history on record for this holder in this stock.