PCFFS
UMPQ

Pacific Center for Financial Services’s Umpqua Holdings Corp UMPQ Stock Holding History

Pacific Center for Financial Services’s Portfolio UMPQ Stock Details UMPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$0 Hold
11
– – ﹤0.01% 427
2022
Q2 		$0 Hold
11
– – ﹤0.01% 420
2022
Q1 		$0 Hold
11
– – ﹤0.01% 401
2021
Q4 		$0 Hold
11
– – ﹤0.01% 436
2021
Q3 		$0 Hold
11
– – ﹤0.01% 421
2021
Q2 		$0 Buy
+11
New +$205 ﹤0.01% 359

Other funds holding UMPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pacific Center for Financial Services's UMPQ Position: Q3 2022 in Review

Pacific Center for Financial Services held its Umpqua Holdings Corp (UMPQ) position steady in Q3 2022 at 11 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Pacific Center for Financial Services first reported a position in UMPQ in Q2 2021 and has held it in 6 quarters since. 332 funds tracked by Wall St. Rank hold UMPQ as of Q3 2022.

  • Pacific Center for Financial Services held 11 shares of Umpqua Holdings Corp worth $0 as of Q3 2022.
  • Pacific Center for Financial Services left its Umpqua Holdings Corp share count unchanged in Q3 2022.
  • Umpqua Holdings Corp made up ﹤0.01% of Pacific Center for Financial Services's portfolio in Q3 2022, its #427 holding.
  • Pacific Center for Financial Services first reported a position in Umpqua Holdings Corp in Q2 2021 and has held it in 6 quarters since.
  • 332 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q3 2022.

Based on Pacific Center for Financial Services's 13F filing for Q3 2022, filed 14 Nov 2022.