ANGELES WEALTH MANAGEMENT, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1929170
SANTA MONICA, CA
Position in BNY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$804,610
+$167,330 QoQ
Shares Held
5,564
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,005
of 1,868 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BNY 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. BNY ranks #5 (3.4% 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/
|
47,290 | $2,694,584 | |
| 4 | C |
Citigroup Inc
|
6,908 | $966,843 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
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 BNY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $804,610 | 5,564 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $637,280 | 5,372 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $517,645 | 4,459 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $413,830 | 3,798 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $337,107 | 3,700 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $220,913 | 2,634 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $202,062 | 2,630 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||