OGOREK ANTHONY JOSEPH /NY/ /ADV
Position in BR — Broadridge Financial Solutions, Inc.
CIK 714364
WILLIAMSVILLE, NY
Position in BR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$21,090
-$4,419 QoQ
Shares Held
154
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#880
of 1,003 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $245,633 across 10 Information Technology Services names. BR ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
496 | $139,480 | |
| 2 | ACN |
Accenture plc
|
364 | $45,296 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
This page
|
154 | $21,090 | |
| 4 | JKHY |
Jack Henry & Associates Inc
|
143 | $19,696 | |
| 5 | CTSH |
Cognizant Technology Solutions Corp
|
306 | $11,851 | |
| 6 | LDOS |
Leidos Holdings, Inc.
|
41 | $4,221 | |
| 7 | KD |
Kyndryl Holdings, Inc.
|
274 | $3,098 | |
| 8 | DXC |
DXC Technology Co
|
100 | $885 |
All Filings in BR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,090 | 154 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $25,509 | 157 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $34,814 | 156 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $37,392 | 157 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $37,912 | 156 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $37,823 | 156 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $34,591 | 153 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $32,899 | 153 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $29,944 | 152 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $31,138 | 152 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $31,274 | 152 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $27,215 | 152 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $25,175 | 152 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $22,278 | 152 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $20,387 | 152 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $21,936 | 152 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $21,667 | 152 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $23,667 | 152 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $27,788 | 152 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $25,329 | 152 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $24,552 | 152 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $23,271 | 152 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $23,286 | 152 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $20,064 | 152 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $19,180 | 152 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $14,414 | 152 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||