WOODWARD DIVERSIFIED CAPITAL, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1846177
BAKERSFIELD, CA
Position in BNY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,174,956
+$196,022 QoQ
Shares Held
8,125
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#871
of 1,868 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026WOODWARD DIVERSIFIED CAPITAL, LLC holds $13,702,717 across 5 Banks - Diversified names. BNY ranks #4 (8.6% of the industry book) .
All Filings in BNY
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,174,956 | 8,125 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $978,934 | 8,252 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $940,212 | 8,099 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $817,308 | 7,501 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $691,069 | 7,585 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $407,608 | 4,860 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $352,726 | 4,591 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $528,099 | 7,349 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $453,127 | 7,566 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $419,012 | 7,272 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $362,892 | 6,972 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $304,179 | 7,132 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $285,150 | 6,405 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $302,675 | 6,661 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $289,188 | 6,353 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $276,881 | 7,188 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $313,742 | 7,522 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $332,173 | 6,693 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $357,830 | 6,161 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||