OGOREK ANTHONY JOSEPH /NY/ /ADV
Position in PRU — Prudential Financial Inc
CIK 714364
WILLIAMSVILLE, NY
Position in PRU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$24,715
+$2,344 QoQ
Shares Held
229
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,205
of 1,403 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $101,822 across 8 Insurance - Life names. PRU ranks #3 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
354 | $41,506 | |
| 2 | MET |
Metlife Inc
|
347 | $29,359 | |
| 3 | PRU |
Prudential Financial Inc
This page
|
229 | $24,715 | |
| 4 | LNC |
Lincoln National Corp
|
117 | $4,135 | |
| 5 | SFGYY |
Sony Financial Group Inc./ADR
|
479 | $2,078 | |
| 6 | FG |
F&G Annuities & Life, Inc.
|
1 | $26 | |
| 7 | UNM |
Unum Group
|
32 | $2 | |
| 8 | BHF |
Brighthouse Financial, Inc.
|
18 | $1 |
All Filings in PRU
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,715 | 229 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $22,371 | 229 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $24,607 | 218 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $24,171 | 233 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $26,000 | 242 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $27,696 | 248 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $9,245 | 78 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $9,445 | 78 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $9,140 | 78 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $9,157 | 78 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $8,089 | 78 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,401 | 78 | Shares | Sole | 2023-10-19 | |
| No filing history on record for this holder in this stock. | ||||||