ANGELES WEALTH MANAGEMENT, LLC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 1929170
SANTA MONICA, CA
Position in ZION
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$746,906
+$130,084 QoQ
Shares Held
10,795
+0.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#289
of 596 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZION 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. ZION ranks #1 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
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
|
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 ZION
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $746,906 | 10,795 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $616,822 | 10,705 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $627,900 | 10,726 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||