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Umpqua Bank’s Dow Inc DOW Stock Holding History

Umpqua Bank’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,832
Closed -$257K – 158
2025
Q2 		$257K Sell
8,832
-14,158
-62% -$412K 0.08% 150
2025
Q1 		$803K Buy
22,990
+3,233
+16% +$124K 0.28% 83
2024
Q4 		$792K Buy
19,757
+2,412
+14% +$113K 0.27% 83
2024
Q3 		$948K Buy
17,345
+638
+4% +$33.7K 0.35% 76
2024
Q2 		$886K Buy
16,707
+1,305
+8% +$74.6K 0.34% 74
2024
Q1 		$892K Buy
+15,402
New +$851K 0.37% 74

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Umpqua Bank's DOW Position: Q3 2025 in Review

Umpqua Bank sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 8,832 shares — an estimated $257K sold.

Umpqua Bank first reported a position in DOW in Q1 2024 and held it in 6 quarters. The position peaked at $948K in Q3 2024. 1,106 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • Umpqua Bank reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
  • Umpqua Bank sold 8,832 Dow Inc shares in Q3 2025, an estimated $257K.
  • Umpqua Bank first reported a position in Dow Inc in Q1 2024 and held it in 6 quarters.
  • Umpqua Bank's Dow Inc position peaked at $948K in Q3 2024.
  • 1,106 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on Umpqua Bank's 13F filing for Q3 2025, filed 6 Nov 2025.