WOODWARD DIVERSIFIED CAPITAL, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1846177 BAKERSFIELD, CA

Position in WFC

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

Position Value

$6,251,137

+$227,447 QoQ

Shares Held

75,643

-0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

3.19%

of 13F equity value

Holder Rank

#619

of 2,859 holders

Holding Since

Dec 2020

23 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. WFC ranks #1 (45.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn This page	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	5,178	$724,712

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,251,137	75,643	-0.0%	Shares	Sole	2026-07-28
2026-03-31	$6,023,690	75,665	+0.4%	Shares	Sole	2026-04-24
2025-12-31	$7,023,458	75,359	+0.6%	Shares	Sole	2026-01-14
2025-09-30	$6,277,028	74,887	+0.1%	Shares	Sole	2025-10-21
2025-06-30	$5,995,940	74,837	-7.7%	Shares	Sole	2025-07-18
2025-03-31	$5,818,866	81,054	+0.5%	Shares	Sole	2025-05-02
2024-12-31	$5,665,277	80,656	-0.3%	Shares	Sole	2025-01-28
2024-09-30	$4,568,967	80,881	-5.1%	Shares	Sole	2024-11-01
2024-06-30	$5,059,018	85,183	0.0%	Shares	Sole	2024-07-31
2024-03-31	$4,937,206	85,183	-0.4%	Shares	Sole	2024-04-30
2023-12-31	$4,208,949	85,513	0.0%	Shares	Sole	2024-02-14
2023-09-30	$3,494,061	85,513	0.0%	Shares	Sole	2023-11-01
2023-06-30	$3,649,694	85,513	0.0%	Shares	Sole	2023-08-07
2023-03-31	$3,196,475	85,513	+0.3%	Shares	Sole	2023-05-03
2022-12-31	$3,521,500	85,287	0.0%	Shares	Sole	2023-02-07
2022-09-30	$3,430,243	85,287	-0.1%	Shares	Sole	2022-11-01
2022-06-30	$3,344,295	85,379	-1.4%	Shares	Sole	2022-07-26
2022-03-31	$4,195,085	86,568	-0.8%	Shares	Sole	2022-04-14
2021-12-31	$4,185,007	87,224	-0.9%	Shares	Sole	2022-01-28
2021-09-30	$4,086,214	88,046	-0.0%	Shares	Sole	2021-11-04
2021-06-30	$3,988,101	88,057	-8.3%	Shares	Sole	2021-07-19
2021-03-31	$3,751,931	96,031	-1.0%	Shares	Sole	2021-05-17
2020-12-31	$2,928,486	97,034	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.