ANGELES WEALTH MANAGEMENT, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1929170 SANTA MONICA, CA

Position in WFC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$4,196,541

+$161,668 QoQ

Shares Held

50,781

+0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#734

of 2,853 holders

Holding Since

Sep 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ANGELES WEALTH MANAGEMENT, LLC holds $23,432,281 across 13 Banks - Diversified names. WFC ranks #2 (17.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	38,089	$12,467,672
2	WFC	Wells Fargo & Company/Mn This page	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	6,622	$328,186

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,196,541	50,781	+0.2%	Shares	Sole	2026-07-28
2026-03-31	$4,034,873	50,683	+4.4%	Shares	Sole	2026-05-06
2025-12-31	$4,526,444	48,567	+6.4%	Shares	Sole	2026-02-17
2025-09-30	$3,824,455	45,627	+0.2%	Shares	Sole	2025-11-12
2025-06-30	$3,646,822	45,517	+2.0%	Shares	Sole	2025-07-29
2025-03-31	$3,204,633	44,639	+0.4%	Shares	Sole	2025-05-07
2024-12-31	$3,123,502	44,469	+199.2%	Shares	Sole	2025-01-28
2024-09-30	$839,723	14,865	-1.0%	Shares	Sole	2024-10-29
2024-06-30	$891,384	15,009	+119.3%	Shares	Sole	2024-08-07
2024-03-31	$396,620	6,843	+50.9%	Shares	Sole	2024-05-08
2023-12-31	$223,163	4,534	-9.2%	Shares	Sole	2024-02-13
2022-09-30	$200,738	4,991	—	Shares	Sole	2022-11-03
No filing history on record for this holder in this stock.