OGOREK ANTHONY JOSEPH /NY/ /ADV
Position in CBU — Community Financial System, Inc.
CIK 714364
WILLIAMSVILLE, NY
Position in CBU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$39,130
+$5,172 QoQ
Shares Held
583
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#212
of 276 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $296,506 across 13 Banks - Regional names. CBU ranks #2 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
564 | $134,237 | |
| 2 | CBU |
Community Financial System, Inc.
This page
|
583 | $39,130 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
1,695 | $30,052 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
102 | $25,114 | |
| 5 | USB |
US Bancorp De
|
396 | $23,918 | |
| 6 | TFC |
Truist Financial Corp
|
396 | $19,728 | |
| 7 | FITB |
Fifth Third Bancorp
|
217 | $12,232 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
6 | $11,330 |
All Filings in CBU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,130 | 583 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $33,958 | 579 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $32,970 | 574 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $33,424 | 570 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $32,131 | 565 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $31,898 | 561 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $34,294 | 556 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $32,054 | 552 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $25,776 | 546 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $25,984 | 541 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $27,930 | 536 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $22,371 | 530 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $24,612 | 525 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $27,347 | 521 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $32,545 | 517 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $30,821 | 513 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $32,272 | 510 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $35,566 | 507 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $37,537 | 504 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $34,278 | 501 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $37,673 | 498 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $38,053 | 496 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $30,905 | 496 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $27,012 | 496 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $28,281 | 496 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $29,164 | 496 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||