OGOREK ANTHONY JOSEPH /NY/ /ADV
Position in WFC — Wells Fargo & Company/Mn
CIK 714364
WILLIAMSVILLE, NY
Position in WFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$88,507
+$10,092 QoQ
Shares Held
1,071
+8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,627
of 2,858 holders
Holding Since
Jun 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $1,354,497 across 6 Banks - Diversified names. WFC ranks #4 (6.5% of the industry book) .
All Filings in WFC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,507 | 1,071 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $78,415 | 985 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $112,678 | 1,209 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $130,591 | 1,558 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $129,554 | 1,617 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $147,241 | 2,051 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $9 | 142 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $8,021 | 142 | Shares | Sole | 2024-11-08 | |
| 2023-09-30 | $0 | 0 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $5 | 138 | Shares | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||