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Umpqua Bank’s Citigroup C Stock Holding History

Umpqua Bank’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.02M Buy
7,317
+604
+9% +$78.6K 0.23% 88
2026
Q1 		$761K Sell
6,713
-82
-1% -$9.34K 0.22% 93
2025
Q4 		$793K Sell
6,795
-856
-11% -$88.9K 0.22% 92
2025
Q3 		$763K Sell
7,651
-1,484
-16% -$141K 0.21% 94
2025
Q2 		$782K Sell
9,135
-2,118
-19% -$153K 0.24% 90
2025
Q1 		$799K Sell
11,253
-802
-7% -$61.2K 0.28% 84
2024
Q4 		$886K Sell
12,055
-8,275
-41% -$558K 0.31% 78
2024
Q3 		$1.27M Buy
20,330
+2,725
+15% +$169K 0.47% 65
2024
Q2 		$1.12M Buy
17,605
+4
+0% +$247 0.43% 65
2024
Q1 		$1.11M Buy
+17,601
New +$979K 0.46% 67

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Umpqua Bank's C Position: Q2 2026 in Review

Umpqua Bank increased its Citigroup (C) stake by 9% in Q2 2026, buying an estimated $78.6K and bringing the position to 7,317 shares worth $1.02M. The position accounts for 0.23% of the portfolio, ranked #88.

Umpqua Bank first reported a position in C in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.27M in Q3 2024. 2,596 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Umpqua Bank held 7,317 shares of Citigroup worth $1.02M as of Q2 2026.
  • Umpqua Bank bought 604 Citigroup shares in Q2 2026, an estimated $78.6K.
  • Citigroup made up 0.23% of Umpqua Bank's portfolio in Q2 2026, its #88 holding.
  • Umpqua Bank first reported a position in Citigroup in Q1 2024 and has held it in 10 quarters since.
  • Umpqua Bank's Citigroup position peaked at $1.27M in Q3 2024.
  • 2,596 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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