Umpqua Bank Incresed Positions in Q3 2025

Umpqua Bank

  • $358 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
1.04K
+ 2.1%
$174.36 - $254.72 $182K - $265K
50.6K $12.7B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
29.4K
+ 108.16%
$97.75 - $100.75 $2.88M - $2.97M
56.7K $5.71B
IEMG
Ishares Inc

ETFs
14.4K
+ 6.56%
N/A
233K $15.5B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
14.2K
+ 6.56%
$62.54 - $68.42 $889K - $972K
231K $16.1B
Lam Research Corp
242
+ 0.54%
N/A
44.8K $6.49B
IEFA
Ishares Tr

ETFs
14.7K
+ 10.64%
$81.7 - $87.53 $1.2M - $1.28M
153K $13.4B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
8.78K
+ 7.15%
$117.65 - $120.08 $1.03M - $1.05M
132K $15.8B
CAT
Caterpillar Inc

Industrials
131
+ 1.85%
$390.92 - $477.15 $51.2K - $62.5K
7.2K $3.85B
ASML
Asml Holding Nv

Technology
288
+ 8.67%
$689.63 - $968.09 $199K - $279K
3.61K $3.65B
MSFT
Microsoft Corp

Technology
552
+ 1.33%
$491.09 - $535.64 $271K - $296K
42K $21.6B
TMO
Thermo Fisher Scientific Inc.

Healthcare
158
+ 2.64%
$404.94 - $499.99 $64K - $79K
6.14K $3.24B
AVGO
Broadcom Inc.

Technology
885
+ 19.17%
$264.74 - $369.57 $234K - $327K
5.5K $1.93B
CMF
Ishares California Muni Bond E

ETFs
8.65K
+ 14.17%
$55.16 - $57.13 $477K - $494K
69.7K $4B
LLY
Eli Lilly & CO

Healthcare
274
+ 5.55%
$625.65 - $812.69 $171K - $223K
5.21K $4.31B
CMI
Cummins Inc

Industrials
6
+ 0.12%
$327.85 - $426.39 $1.97K - $2.56K
4.89K $2.07B
HCA
Hca Healthcare, Inc.

Healthcare
247
+ 3.25%
$334.32 - $426.2 $82.6K - $105K
7.85K $3.3B
MS
Morgan Stanley

Financial Services
451
+ 3.12%
$139.09 - $161.16 $62.7K - $72.7K
14.9K $2.42B
META
Meta Platforms, Inc.

Communication Services
462
+ 9.21%
$695.21 - $791.73 $321K - $366K
5.48K $3.93B
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.34K
+ 7.48%
$98.99 - $112.2 $133K - $150K
19.2K $2.13B
NEE
Nextera Energy Inc

Utilities
687
+ 4.18%
$69.77 - $77.54 $47.9K - $53.3K
17.1K $1.47B
DLR
Digital Realty Trust, Inc.

Real Estate
1.41K
+ 30.93%
$161.21 - $180.02 $228K - $254K
5.98K $1.05B
PSA
Public Storage

Real Estate
638
+ 9.98%
$271.94 - $298.09 $173K - $190K
7.03K $2.12B
NSC
Norfolk Southern Corp

Industrials
204
+ 3.7%
$259.49 - $300.41 $52.9K - $61.3K
5.72K $1.66B
AMZN
Amazon Com Inc

Consumer Cyclical
1.72K
+ 4.1%
$211.65 - $238.24 $364K - $410K
43.7K $9.43B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
929
+ 8.7%
$131.47 - $143.64 $122K - $133K
11.6K $1.65B
MCD
Mcdonalds Corp

Consumer Cyclical
241
+ 2.63%
$291.67 - $316.99 $70.3K - $76.4K
9.41K $2.87B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.15K
+ 6.44%
$122.57 - $132.57 $141K - $152K
19K $2.46B
HD
Home Depot, Inc.

Consumer Cyclical
129
+ 2.07%
$357.4 - $423.42 $46.1K - $54.6K
6.37K $2.47B
LHX
L3 Harris Technologies, Inc.

Industrials
139
+ 3.3%
$252.18 - $305.41 $35.1K - $42.5K
4.36K $1.26B
WMT
Walmart Inc.

Consumer Defensive
436
+ 4.19%
$94.4 - $104.27 $41.2K - $45.5K
10.8K $1.18B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
622
+ 5.51%
$108.46 - $120.63 $67.5K - $75K
11.9K $1.42B
MU
Micron Technology Inc

Technology
20
+ 0.93%
$104.88 - $168.89 $2.1K - $3.38K
2.17K $417M
TPR
Tapestry, Inc.

Consumer Cyclical
18
+ 0.34%
$86.48 - $116.14 $1.56K - $2.09K
5.24K $612M
AEP
American Electric Power CO Inc

Utilities
484
+ 11.85%
$103.26 - $115.0 $50K - $55.7K
4.57K $541M
CB
Chubb LTD

Financial Services
438
+ 10.0%
$265.99 - $289.59 $117K - $127K
4.82K $1.34B
MCK
Mckesson Corp

Healthcare
86
+ 12.52%
$659.01 - $772.54 $56.7K - $66.4K
773 $612M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
74
+ 3.45%
$534.91 - $598.71 $39.6K - $44.3K
2.22K $1.28B
PHM
Pultegroup Inc

Consumer Cyclical
363
+ 10.0%
$108.0 - $141.42 $39.2K - $51.3K
3.99K $498M
IJK
Ishares S&P Midcap 400 Growth

ETFs
465
+ 2.66%
$91.28 - $97.59 $42.4K - $45.4K
18K $1.72B
ALL
Allstate Corp

Financial Services
158
+ 1.7%
$192.0 - $214.65 $30.3K - $33.9K
9.44K $1.89B
ABT
Abbott Laboratories

Healthcare
980
+ 6.98%
$120.51 - $136.62 $118K - $134K
15K $1.94B
VEEV
Veeva Systems Inc

Healthcare
142
+ 3.18%
$269.2 - $297.91 $38.2K - $42.3K
4.61K $1.32B
MO
Altria Group, Inc.

Consumer Defensive
699
+ 20.07%
$57.75 - $67.68 $40.4K - $47.3K
4.18K $271M
CVX
Chevron Corp

Energy
540
+ 2.31%
$145.57 - $161.83 $78.6K - $87.4K
23.9K $3.63B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
70
+ 1.51%
$89.32 - $107.82 $6.25K - $7.55K
4.71K $480M
IWD
Ishares Russell 1000 Val ETF

ETFs
76
+ 1.61%
$192.76 - $203.86 $14.6K - $15.5K
4.79K $977M
BWA
Borgwarner Inc

Consumer Cyclical
132
+ 1.94%
$34.53 - $44.44 $4.56K - $5.87K
6.92K $292M
GS
Goldman Sachs Group Inc

Financial Services
17
+ 3.35%
$696.56 - $806.32 $11.8K - $13.7K
525 $403M
PSX
Phillips 66

Energy
375
+ 3.36%
$118.37 - $139.46 $44.4K - $52.3K
11.6K $1.5B
Activity Summary
Buys All Purchases 93 New Holdings 5 Increased Positions 88 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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