OGOREK ANTHONY JOSEPH /NY/ /ADV

Position in MS — Morgan Stanley

CIK 714364 WILLIAMSVILLE, NY

Position in MS

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

Position Value

$182,910

+$39,241 QoQ

Shares Held

875

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#2,449

of 2,723 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 $289,255 across 6 Capital Markets names. MS ranks #1 (63.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	875	$182,910
2	GS	Goldman Sachs Group Inc	101	$102,148
3	HOOD	Robinhood Markets, Inc.	21	$2,105
4	IBKR	Interactive Brokers Group, Inc.	24	$2,088
5	SCHW	Schwab Charles Corp	53	$4
6	LPLA	LPL Financial Holdings Inc.	0	$0

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$182,910	875	+0.2%	Shares	Sole	2026-08-07
2026-03-31	$143,669	873	-1.5%	Shares	Sole	2026-05-12
2025-12-31	$157,291	886	-6.2%	Shares	Sole	2026-01-23
2025-09-30	$150,217	945	+1.0%	Shares	Sole	2025-11-04
2025-06-30	$131,844	936	+23.0%	Shares	Sole	2025-08-08
2025-03-31	$88,785	761	+39.1%	Shares	Sole	2025-05-09
2024-12-31	$68,768	547	-14.1%	Shares	Sole	2025-01-24
2024-09-30	$66,400	637	+21.1%	Shares	Sole	2024-11-08
2024-06-30	$51,121	526	+0.6%	Shares	Sole	2024-08-08
2024-03-31	$49,245	523	0.0%	Shares	Sole	2024-05-03
2023-12-31	$48,769	523	0.0%	Shares	Sole	2024-02-09
2023-09-30	$42,713	523	-10.8%	Shares	Sole	2023-10-19
2023-06-30	$50,044	586	+12.0%	Shares	Sole	2023-08-03
2023-03-31	$45,919	523	0.0%	Shares	Sole	2023-05-03
2022-12-31	$44,465	523	0.0%	Shares	Sole	2023-01-30
2022-09-30	$41,322	523	0.0%	Shares	Sole	2022-10-20
2022-06-30	$39,779	523	0.0%	Shares	Sole	2022-07-21
2022-03-31	$45,710	523	0.0%	Shares	Sole	2022-04-26
2021-12-31	$51,337	523	0.0%	Shares	Sole	2022-01-18
2021-09-30	$50,893	523	+26.3%	Shares	Sole	2021-10-27
2021-06-30	$37,959	414	0.0%	Shares	Sole	2021-07-14
2021-03-31	$32,151	414	+25.5%	Shares	Sole	2021-04-26
2020-12-31	$22,614	330	-13.6%	Shares	Sole	2021-01-20
2020-09-30	$18,469	382	0.0%	Shares	Sole	2020-11-02
2020-06-30	$18,450	382	0.0%	Shares	Sole	2020-08-07
2020-03-31	$12,988	382	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.