Position in UBS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$328,186
+$84,351 QoQ
Shares Held
6,622
+6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#469
of 758 holders
Holding Since
Jun 2023
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBS 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. UBS ranks #8 (1.4% 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
|
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
This page
|
6,622 | $328,186 |
All Filings in UBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,186 | 6,622 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $243,835 | 6,241 | Shares | Sole | 2026-05-06 | |
| 2023-06-30 | $385,636 | 19,025 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||