WOODWARD DIVERSIFIED CAPITAL, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1846177 BAKERSFIELD, CA

Position in BAC

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

Position Value

$2,260,282

+$294,926 QoQ

Shares Held

39,668

-1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.15%

of 13F equity value

Holder Rank

#1,396

of 3,595 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

WOODWARD DIVERSIFIED CAPITAL, LLC holds $13,702,717 across 5 Banks - Diversified names. BAC ranks #3 (16.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn	75,643	$6,251,137
2	JPM	Jpmorgan Chase & Co	10,056	$3,291,630
3	BAC	Bank Of America Corp /De/ This page	39,668	$2,260,282
4	BNY	Bank of New York Mellon Corp	8,125	$1,174,956
5	C	Citigroup Inc	5,178	$724,712

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,260,282	39,668	-1.6%	Shares	Sole	2026-07-28
2026-03-31	$1,965,356	40,315	+0.9%	Shares	Sole	2026-04-24
2025-12-31	$2,197,580	39,956	+1.5%	Shares	Sole	2026-01-14
2025-09-30	$2,031,407	39,376	-0.4%	Shares	Sole	2025-10-21
2025-06-30	$1,871,222	39,544	+28.2%	Shares	Sole	2025-07-18
2025-03-31	$1,286,744	30,835	+1.6%	Shares	Sole	2025-05-02
2024-12-31	$1,333,838	30,349	-30.7%	Shares	Sole	2025-01-28
2024-09-30	$1,737,785	43,795	-1.3%	Shares	Sole	2024-11-01
2024-06-30	$1,764,992	44,380	+13.5%	Shares	Sole	2024-07-31
2024-03-31	$1,482,785	39,103	+6.3%	Shares	Sole	2024-04-30
2023-12-31	$1,238,382	36,780	-0.9%	Shares	Sole	2024-02-14
2023-09-30	$1,016,400	37,122	+8.0%	Shares	Sole	2023-11-01
2023-06-30	$986,333	34,379	-1.8%	Shares	Sole	2023-08-07
2023-03-31	$1,000,857	34,995	+0.7%	Shares	Sole	2023-05-03
2022-12-31	$1,150,953	34,751	-1.7%	Shares	Sole	2023-02-07
2022-09-30	$1,067,388	35,344	-1.1%	Shares	Sole	2022-11-01
2022-06-30	$1,112,119	35,725	-21.5%	Shares	Sole	2022-07-26
2022-03-31	$1,876,622	45,527	+2.1%	Shares	Sole	2022-04-14
2021-12-31	$1,984,654	44,609	+2.8%	Shares	Sole	2022-01-28
2021-09-30	$1,841,905	43,390	+0.7%	Shares	Sole	2021-11-04
2021-06-30	$1,775,652	43,067	-10.6%	Shares	Sole	2021-07-19
2021-03-31	$1,863,387	48,162	+2.7%	Shares	Sole	2021-05-17
2020-12-31	$1,421,629	46,903	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.