WOODWARD DIVERSIFIED CAPITAL, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1846177
BAKERSFIELD, CA
Position in CFG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$450,199
+$66,811 QoQ
Shares Held
6,425
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#655
of 1,095 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WOODWARD DIVERSIFIED CAPITAL, LLC holds $4,033,773 across 7 Banks - Regional names. CFG ranks #5 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
3,866 | $951,886 | |
| 2 | FITB |
Fifth Third Bancorp
|
14,952 | $842,844 | |
| 3 | USB |
US Bancorp De
|
13,368 | $807,427 | |
| 4 | BCML |
BayCom Corp
|
15,000 | $493,500 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
This page
|
6,425 | $450,199 | |
| 6 | BCAL |
California BanCorp \ CA
|
13,647 | $284,403 | |
| 7 | TFC |
Truist Financial Corp
|
4,085 | $203,514 |
All Filings in CFG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $450,199 | 6,425 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $383,388 | 6,393 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $327,154 | 5,601 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $285,628 | 5,373 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $237,801 | 5,314 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||