ANGELES WEALTH MANAGEMENT, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1929170
SANTA MONICA, CA
Position in BAC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,694,584
+$459,689 QoQ
Shares Held
47,290
+3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,290
of 3,589 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026ANGELES WEALTH MANAGEMENT, LLC holds $23,432,281 across 13 Banks - Diversified names. BAC ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
38,089 | $12,467,672 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
50,781 | $4,196,541 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
47,290 | $2,694,584 | |
| 4 | C |
Citigroup Inc
|
6,908 | $966,843 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
5,564 | $804,610 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
15,567 | $390,109 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
3,502 | $333,005 | |
| 8 | UBS |
UBS Group AG
|
6,622 | $328,186 |
All Filings in BAC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,694,584 | 47,290 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,234,895 | 45,844 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,416,480 | 43,936 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,090,942 | 40,530 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,898,809 | 40,127 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,631,100 | 39,087 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,729,432 | 39,350 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,011,403 | 25,489 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $5,037,109 | 126,656 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,448,395 | 117,310 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,865,989 | 114,820 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $362,401 | 13,236 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $267,304 | 9,317 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $425,911 | 14,892 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $445,099 | 13,439 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $281,645 | 9,326 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||