WOODWARD DIVERSIFIED CAPITAL, LLC

Position in TFC — Truist Financial Corp

CIK 1846177 BAKERSFIELD, CA

Position in TFC

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

Position Value

$203,514

+$13,153 QoQ

Shares Held

4,085

-1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,377

of 1,681 holders

Holding Since

Mar 2021

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

WOODWARD DIVERSIFIED CAPITAL, LLC holds $4,033,773 across 7 Banks - Regional names. TFC ranks #7 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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	6,425	$450,199
6	BCAL	California BanCorp \ CA	13,647	$284,403
7	TFC	Truist Financial Corp This page	4,085	$203,514

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$203,514	4,085	-1.4%	Shares	Sole	2026-07-28
2026-03-31	$190,361	4,141	-1.1%	Shares	Sole	2026-04-24
2025-12-31	$205,993	4,186	-47.3%	Shares	Sole	2026-01-14
2022-12-31	$341,787	7,943	-9.1%	Shares	Sole	2023-02-07
2022-09-30	$380,278	8,734	-2.3%	Shares	Sole	2022-11-01
2022-06-30	$424,071	8,941	+11.9%	Shares	Sole	2022-07-26
2022-03-31	$452,976	7,989	+15.5%	Shares	Sole	2022-04-14
2021-12-31	$404,873	6,915	+13.4%	Shares	Sole	2022-01-28
2021-09-30	$357,530	6,096	+8.4%	Shares	Sole	2021-11-04
2021-06-30	$312,076	5,623	+12.7%	Shares	Sole	2021-07-19
2021-03-31	$291,016	4,990	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.