ANGELES WEALTH MANAGEMENT, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1929170
SANTA MONICA, CA
Position in CFG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$283,993
+$41,355 QoQ
Shares Held
4,053
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#764
of 1,091 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ANGELES WEALTH MANAGEMENT, LLC holds $4,887,861 across 13 Banks - Regional names. CFG ranks #6 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZION |
Zions Bancorporation, National Association /Ut/
|
10,795 | $746,906 | |
| 2 | NU |
Nu Holdings Ltd.
|
47,126 | $629,603 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,352 | $579,109 | |
| 4 | FITB |
Fifth Third Bancorp
|
10,122 | $570,577 | |
| 5 | USB |
US Bancorp De
|
8,035 | $485,314 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
This page
|
4,053 | $283,993 | |
| 7 | KB |
KB Financial Group Inc.
|
2,564 | $269,117 | |
| 8 | LYG |
Lloyds Banking Group plc
|
41,818 | $243,798 |
All Filings in CFG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,993 | 4,053 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $242,638 | 4,046 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $205,252 | 3,514 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||