OGOREK ANTHONY JOSEPH /NY/ /ADV
Position in PNC — Pnc Financial Services Group, Inc.
CIK 714364
WILLIAMSVILLE, NY
Position in PNC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$25,114
+$3,889 QoQ
Shares Held
102
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,884
of 2,021 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PNC 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. PNC ranks #4 (8.5% 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.
|
583 | $39,130 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
1,695 | $30,052 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
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|
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 PNC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,114 | 102 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $21,225 | 102 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $21,290 | 102 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $28,532 | 142 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $30,200 | 162 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $34,978 | 199 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||