ANGELES WEALTH MANAGEMENT, LLC
Position in FT — Franklin Universal Trust
CIK 1929170
SANTA MONICA, CA
Position in FT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$178,139
+$1,215 QoQ
Shares Held
22,088
0.0% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#26
of 59 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026ANGELES WEALTH MANAGEMENT, LLC holds $6,216,762 across 13 Asset Management names. FT ranks #13 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
11,922 | $1,402,861 | |
| 2 | BLK |
BlackRock, Inc.
|
1,358 | $1,305,798 | |
| 3 | APO |
Apollo Global Management, Inc.
|
5,262 | $622,547 | |
| 4 | STT |
State Street Corp
|
2,496 | $423,321 | |
| 5 | ARES |
Ares Management Corp
|
3,245 | $361,200 | |
| 6 | BEN |
Franklin Resources Inc
|
10,747 | $357,552 | |
| 7 | TRIN |
Trinity Capital Inc.
|
18,553 | $331,913 | |
| 8 | ARCC |
Ares Capital Corp
|
16,465 | $305,096 |
All Filings in FT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $178,139 | 22,088 | Shares | Sole | 2026-07-28 | |
| 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. | ||||||