RFC
UMPQ

Regions Financial Corp’s Umpqua Holdings Corp UMPQ Stock Holding History

Regions Financial Corp’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
2020
Q2 		– Sell
-17,058
Closed -$186K – 880
2020
Q1 		$186K Sell
17,058
-2,355
-12% -$36.6K ﹤0.01% 725
2019
Q4 		$344K Buy
19,413
+57
+0.3% +$943 ﹤0.01% 635
2019
Q3 		$319K Buy
19,356
+4,084
+27% +$67.1K ﹤0.01% 628
2019
Q2 		$253K Sell
15,272
-518
-3% -$8.76K ﹤0.01% 713
2019
Q1 		$261K Buy
15,790
+477
+3% +$8.4K ﹤0.01% 709
2018
Q4 		$244K Sell
15,313
-125
-0.8% -$2.35K ﹤0.01% 700
2018
Q3 		$321K Sell
15,438
-319
-2% -$6.97K ﹤0.01% 688
2018
Q2 		$356K Sell
15,757
-1,141
-7% -$26.6K ﹤0.01% 651
2018
Q1 		$362K Buy
16,898
+1,059
+7% +$23.1K ﹤0.01% 655
2017
Q4 		$329K Sell
15,839
-9,434
-37% -$195K ﹤0.01% 707
2017
Q3 		$493K Sell
25,273
-946
-4% -$17.2K 0.01% 636
2017
Q2 		$482K Sell
26,219
-43,553
-62% -$772K 0.01% 653
2017
Q1 		$1.24M Sell
69,772
-20,776
-23% -$382K 0.01% 446
2016
Q4 		$1.7M Sell
90,548
-9,604
-10% -$164K 0.02% 347
2016
Q3 		$1.51M Sell
100,152
-2,193
-2% -$34.2K 0.02% 377
2016
Q2 		$1.58M Buy
102,345
+35,202
+52% +$550K 0.02% 358
2016
Q1 		$1.06M Buy
67,143
+54,146
+417% +$817K 0.01% 487
2015
Q4 		$207K Buy
12,997
+437
+3% +$7.38K ﹤0.01% 849
2015
Q3 		$204K Buy
12,560
+143
+1% +$2.46K ﹤0.01% 867
2015
Q2 		$223K Buy
12,417
+1,956
+19% +$34.5K ﹤0.01% 858
2015
Q1 		$180K Sell
10,461
-307
-3% -$5.07K ﹤0.01% 889
2014
Q4 		$183K Sell
10,768
-82,190
-88% -$1.39M ﹤0.01% 895
2014
Q3 		$1.53M Buy
92,958
+1,742
+2% +$29.9K 0.02% 440
2014
Q2 		$1.63M Buy
91,216
+17,508
+24% +$304K 0.02% 446
2014
Q1 		$1.37M Buy
73,708
+14,651
+25% +$265K 0.02% 484
2013
Q4 		$1.13M Buy
59,057
+1,733
+3% +$30.3K 0.01% 528
2013
Q3 		$929K Buy
57,324
+14,262
+33% +$235K 0.01% 562
2013
Q2 		$646K Buy
+43,062
New +$569K 0.01% 643

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Regions Financial Corp's UMPQ Position: Q2 2020 in Review

Regions Financial Corp sold out of Umpqua Holdings Corp (UMPQ) in Q2 2020, closing a stake of 17,058 shares — an estimated $186K sold.

Regions Financial Corp first reported a position in UMPQ in Q2 2013 and held it in 28 quarters. The position peaked at $1.7M in Q4 2016. 298 funds tracked by Wall St. Rank hold UMPQ as of Q2 2020.

  • Regions Financial Corp reported no remaining Umpqua Holdings Corp position as of Q2 2020 after selling out during the quarter.
  • Regions Financial Corp sold 17,058 Umpqua Holdings Corp shares in Q2 2020, an estimated $186K.
  • Regions Financial Corp first reported a position in Umpqua Holdings Corp in Q2 2013 and held it in 28 quarters.
  • Regions Financial Corp's Umpqua Holdings Corp position peaked at $1.7M in Q4 2016.
  • 298 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q2 2020.

Based on Regions Financial Corp's 13F filing for Q2 2020, filed 27 Jul 2020.