OGOREK ANTHONY JOSEPH /NY/ /ADV
Position in SFGYY — Sony Financial Group Inc./ADR
CIK 714364
WILLIAMSVILLE, NY
Position in SFGYY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,078
+$2,076 QoQ
Shares Held
479
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 21 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SFGYY 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. SFGYY ranks #5 (2.0% 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
|
229 | $24,715 | |
| 4 | LNC |
Lincoln National Corp
|
117 | $4,135 | |
| 5 | SFGYY |
Sony Financial Group Inc./ADR
This page
|
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 SFGYY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,078 | 479 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $2 | 479 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||