OGOREK ANTHONY JOSEPH /NY/ /ADV
Position in TFC — Truist Financial Corp
CIK 714364
WILLIAMSVILLE, NY
Position in TFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$19,728
+$1,524 QoQ
Shares Held
396
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,543
of 1,678 holders
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC 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. TFC ranks #6 (6.7% 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.
|
102 | $25,114 | |
| 5 | USB |
US Bancorp De
|
396 | $23,918 | |
| 6 | TFC |
Truist Financial Corp
This page
|
396 | $19,728 | |
| 7 | FITB |
Fifth Third Bancorp
|
217 | $12,232 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
6 | $11,330 |
All Filings in TFC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,728 | 396 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $18,204 | 396 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $23,670 | 481 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $24,963 | 546 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $20,850 | 485 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $24,607 | 598 | Shares | Sole | 2025-05-09 | |
| 2023-12-31 | $3,064 | 83 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $361,630 | 12,640 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $377,280 | 12,431 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $417,077 | 12,231 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $520,361 | 12,093 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $520,607 | 11,957 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $561,002 | 11,828 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $760,403 | 13,411 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $103,340 | 1,765 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $103,106 | 1,758 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $97,125 | 1,750 | Shares | Sole | 2021-07-14 | |
| No filing history on record for this holder in this stock. | ||||||