Position in C
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$966,843
+$209,151 QoQ
Shares Held
6,908
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,362
of 2,617 holders
Holding Since
Sep 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in C 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. C ranks #4 (4.1% 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
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|
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 C
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $966,843 | 6,908 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $757,692 | 6,681 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $677,035 | 5,802 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $536,427 | 5,285 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $385,678 | 4,531 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $362,332 | 5,104 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $329,777 | 4,685 | Shares | Sole | 2025-01-28 | |
| 2023-09-30 | $221,156 | 5,377 | Shares | Sole | 2023-10-27 | |
| No filing history on record for this holder in this stock. | ||||||