Position in USB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$807,427
+$109,141 QoQ
Shares Held
13,368
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,047
of 2,052 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB 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. USB ranks #3 (20.0% 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
This page
|
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
|
4,085 | $203,514 |
All Filings in USB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $807,427 | 13,368 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $698,286 | 13,426 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $719,079 | 13,476 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $613,452 | 12,693 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $572,593 | 12,654 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $299,719 | 7,099 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $325,387 | 6,803 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $597,188 | 13,059 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $541,666 | 13,644 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $648,597 | 14,510 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $609,382 | 14,080 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $462,277 | 13,983 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $388,054 | 11,745 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $422,794 | 11,728 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $502,212 | 11,516 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $593,792 | 14,727 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $701,758 | 15,249 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $768,655 | 14,462 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $695,440 | 12,381 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $622,217 | 10,468 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $523,383 | 9,187 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $461,672 | 8,347 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $405,612 | 8,706 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||