OGOREK ANTHONY JOSEPH /NY/ /ADV

Position in RY — Royal Bank Of Canada

CIK 714364 WILLIAMSVILLE, NY

Position in RY

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

Position Value

$87,962

+$19,206 QoQ

Shares Held

425

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#863

of 982 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 $1,354,497 across 6 Banks - Diversified names. RY ranks #5 (6.5% 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	850	$118,966
4	WFC	Wells Fargo & Company/Mn	1,071	$88,507
5	RY	Royal Bank Of Canada This page	425	$87,962
6	BNY	Bank of New York Mellon Corp	332	$48,010

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$87,962	425	0.0%	Shares	Sole	2026-08-07
2026-03-31	$68,756	425	0.0%	Shares	Sole	2026-05-12
2025-12-31	$72,458	425	0.0%	Shares	Sole	2026-01-23
2025-09-30	$62,611	425	0.0%	Shares	Sole	2025-11-04
2025-06-30	$55,908	425	0.0%	Shares	Sole	2025-08-08
2025-03-31	$47,906	425	0.0%	Shares	Sole	2025-05-09
2024-12-31	$51,216	425	0.0%	Shares	Sole	2025-01-24
2024-09-30	$53,010	425	0.0%	Shares	Sole	2024-11-08
2024-06-30	$45,211	425	0.0%	Shares	Sole	2024-08-08
2024-03-31	$42,874	425	0.0%	Shares	Sole	2024-05-03
2023-12-31	$42,980	425	0.0%	Shares	Sole	2024-02-09
2023-09-30	$37,162	425	0.0%	Shares	Sole	2023-10-19
2023-06-30	$40,591	425	0.0%	Shares	Sole	2023-08-03
2023-03-31	$40,621	425	0.0%	Shares	Sole	2023-05-03
2022-12-31	$39,958	425	0.0%	Shares	Sole	2023-01-30
2022-09-30	$38,267	425	0.0%	Shares	Sole	2022-10-20
2022-06-30	$41,148	425	0.0%	Shares	Sole	2022-07-21
2022-03-31	$46,864	425	0.0%	Shares	Sole	2022-04-26
2021-12-31	$45,109	425	0.0%	Shares	Sole	2022-01-18
2021-09-30	$42,279	425	0.0%	Shares	Sole	2021-10-27
2021-06-30	$43,056	425	0.0%	Shares	Sole	2021-07-14
2021-03-31	$39,189	425	0.0%	Shares	Sole	2021-04-26
2020-12-31	$34,875	425	0.0%	Shares	Sole	2021-01-20
2020-09-30	$29,809	425	0.0%	Shares	Sole	2020-11-02
2020-06-30	$28,815	425	0.0%	Shares	Sole	2020-08-07
2020-03-31	$26,158	425	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.