ANGELES WEALTH MANAGEMENT, LLC
Position in FT — Franklin Universal Trust
CIK 1929170
SANTA MONICA, CA
Position in FT
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$176,924
+$220 QoQ
Shares Held
22,088
0.0% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026ANGELES WEALTH MANAGEMENT, LLC holds $6,416,237 across 13 Asset Management names. FT ranks #12 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
13,076 | $1,503,609 | |
| 2 | BLK |
BlackRock, Inc.
|
1,219 | $1,172,324 | |
| 3 | ARES |
Ares Management Corp
|
9,308 | $1,015,502 | |
| 4 | APO |
Apollo Global Management, Inc.
|
4,893 | $545,178 | |
| 5 | STT |
State Street Corp
|
2,340 | $296,150 | |
| 6 | ARCC |
Ares Capital Corp
|
16,000 | $288,320 | |
| 7 | TSLX |
Sixth Street Specialty Lending, Inc.
|
15,000 | $275,700 | |
| 8 | TRIN |
Trinity Capital Inc.
|
18,553 | $272,914 |
All Filings in FT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $176,924 | 22,088 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $176,704 | 22,088 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||