Umpqua Bank’s iShares Select Dividend ETF DVY Stock Holding History

Umpqua Bank’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$211K	Hold	1,350	–	–	0.05%	162
2026 Q1	$204K	Buy	+1,350	New	+$204K	0.06%	155
2025 Q3	–	Sell	-1,570	Closed	-$213K	–	159
2025 Q2	$213K	Buy	+1,570	New	+$203K	0.07%	162
2025 Q1	–	Sell	-1,750	Closed	-$229K	–	156
2024 Q4	$229K	Hold	1,750	–	–	0.08%	147
2024 Q3	$236K	Hold	1,750	–	–	0.09%	144
2024 Q2	$212K	Hold	1,750	–	–	0.08%	141
2024 Q1	$216K	Buy	+1,750	New	+$205K	0.09%	139

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Umpqua Bank's DVY Position: Q2 2026 in Review

Umpqua Bank held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,350 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #162.

Umpqua Bank first reported a position in DVY in Q1 2024 and has held it in 7 quarters since. The position peaked at $236K in Q3 2024. 1,401 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Umpqua Bank held 1,350 shares of iShares Select Dividend ETF worth $211K as of Q2 2026.
Umpqua Bank left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.05% of Umpqua Bank's portfolio in Q2 2026, its #162 holding.
Umpqua Bank first reported a position in iShares Select Dividend ETF in Q1 2024 and has held it in 7 quarters since.
Umpqua Bank's iShares Select Dividend ETF position peaked at $236K in Q3 2024.
1,401 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

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