OGOREK ANTHONY JOSEPH /NY/ /ADV

Position in C — Citigroup Inc

CIK 714364 WILLIAMSVILLE, NY

Position in C

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

Position Value

$118,966

+$22,568 QoQ

Shares Held

850

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,342

of 2,621 holders

Holding Since

Mar 2020

16 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. C ranks #3 (8.8% 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 This page	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

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$118,966	850	0.0%	Shares	Sole	2026-08-07
2026-03-31	$96,398	850	-10.4%	Shares	Sole	2026-05-12
2025-12-31	$110,738	949	-26.6%	Shares	Sole	2026-01-23
2025-09-30	$131,239	1,293	-7.0%	Shares	Sole	2025-11-04
2025-06-30	$118,401	1,391	-22.1%	Shares	Sole	2025-08-08
2025-03-31	$126,788	1,786	+8830.0%	Shares	Sole	2025-05-09
2024-12-31	$1	20	0.0%	Shares	Sole	2025-01-24
2024-09-30	$1	20	-95.8%	Shares	Sole	2024-11-08
2021-12-31	$28,745	476	0.0%	Shares	Sole	2022-01-18
2021-09-30	$33,405	476	0.0%	Shares	Sole	2021-10-27
2021-06-30	$33,677	476	0.0%	Shares	Sole	2021-07-14
2021-03-31	$34,629	476	0.0%	Shares	Sole	2021-04-26
2020-12-31	$29,350	476	0.0%	Shares	Sole	2021-01-20
2020-09-30	$20,520	476	0.0%	Shares	Sole	2020-11-02
2020-06-30	$24,323	476	0.0%	Shares	Sole	2020-08-07
2020-03-31	$20,049	476	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.