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Umpqua Bank’s Bank of America BAC Stock Holding History

Umpqua Bank’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.38M Buy
76,897
+4,642
+6% +$247K 0.98% 21
2026
Q1 		$3.52M Sell
72,255
-751
-1% -$38.8K 1.01% 24
2025
Q4 		$4.02M Sell
73,006
-2,490
-3% -$132K 1.12% 19
2025
Q3 		$3.95M Sell
75,496
-1,166
-2% -$56.9K 1.1% 20
2025
Q2 		$3.61M Sell
76,662
-1,697
-2% -$71.4K 1.1% 19
2025
Q1 		$3.27M Buy
78,359
+4,377
+6% +$195K 1.13% 21
2024
Q4 		$3.39M Buy
73,982
+1,917
+3% +$84.3K 1.17% 17
2024
Q3 		$2.86M Sell
72,065
-2,546
-3% -$102K 1.05% 26
2024
Q2 		$2.97M Buy
74,611
+2,499
+3% +$95.8K 1.15% 17
2024
Q1 		$2.73M Buy
+72,112
New +$2.48M 1.12% 22

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Umpqua Bank's BAC Position: Q2 2026 in Review

Umpqua Bank increased its Bank of America (BAC) stake by 6.4% in Q2 2026, buying an estimated $247K and bringing the position to 76,897 shares worth $4.38M. The position accounts for 0.98% of the portfolio, ranked #21.

Umpqua Bank first reported a position in BAC in Q1 2024 and has held it in 10 quarters since. 3,554 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Umpqua Bank held 76,897 shares of Bank of America worth $4.38M as of Q2 2026.
  • Umpqua Bank bought 4,642 Bank of America shares in Q2 2026, an estimated $247K.
  • Bank of America made up 0.98% of Umpqua Bank's portfolio in Q2 2026, its #21 holding.
  • Umpqua Bank first reported a position in Bank of America in Q1 2024 and has held it in 10 quarters since.
  • 3,554 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.