WOODWARD DIVERSIFIED CAPITAL, LLC

Position in C — Citigroup Inc

CIK 1846177 BAKERSFIELD, CA

Position in C

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

Position Value

$724,712

+$137,929 QoQ

Shares Held

5,178

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#1,512

of 2,621 holders

Holding Since

Dec 2020

16 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. C ranks #5 (5.3% 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/	39,668	$2,260,282
4	BNY	Bank of New York Mellon Corp	8,125	$1,174,956
5	C	Citigroup Inc This page	5,178	$724,712

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$724,712	5,178	+0.1%	Shares	Sole	2026-07-28
2026-03-31	$586,783	5,174	+3.7%	Shares	Sole	2026-04-24
2025-12-31	$582,166	4,989	+2.1%	Shares	Sole	2026-01-14
2025-09-30	$495,827	4,885	-0.5%	Shares	Sole	2025-10-21
2025-06-30	$417,939	4,910	-0.7%	Shares	Sole	2025-07-18
2024-09-30	$309,619	4,946	-0.4%	Shares	Sole	2024-11-01
2024-06-30	$315,269	4,968	+3.5%	Shares	Sole	2024-07-31
2024-03-31	$303,552	4,800	+5.2%	Shares	Sole	2024-04-30
2023-12-31	$234,772	4,564	+2.0%	Shares	Sole	2024-02-14
2022-06-30	$205,851	4,476	+0.1%	Shares	Sole	2022-07-26
2022-03-31	$238,858	4,473	-16.5%	Shares	Sole	2022-04-14
2021-12-31	$323,690	5,360	-10.7%	Shares	Sole	2022-01-28
2021-09-30	$421,080	6,000	-19.3%	Shares	Sole	2021-11-04
2021-06-30	$526,097	7,436	+58.1%	Shares	Sole	2021-07-19
2021-03-31	$342,216	4,704	+23.9%	Shares	Sole	2021-05-17
2020-12-31	$234,184	3,798	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.