Umpqua Bank’s Enterprise Products Partners EPD Stock Holding History

Umpqua Bank’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-17,996	Closed	-$571K	–	160
2025 Q2	$571K	Buy	+17,996	New	+$561K	0.17%	104

Other funds holding EPD

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Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Umpqua Bank's EPD Position: Q3 2025 in Review

Umpqua Bank sold out of Enterprise Products Partners (EPD) in Q3 2025, closing a stake of 17,996 shares — an estimated $571K sold.

Umpqua Bank first reported a position in EPD in Q2 2025 and held it in 1 quarter. The position peaked at $571K in Q2 2025. 1,430 funds tracked by Wall St. Rank hold EPD as of Q3 2025.

Umpqua Bank reported no remaining Enterprise Products Partners position as of Q3 2025 after selling out during the quarter.
Umpqua Bank sold 17,996 Enterprise Products Partners shares in Q3 2025, an estimated $571K.
Umpqua Bank first reported a position in Enterprise Products Partners in Q2 2025 and held it in 1 quarter.
Umpqua Bank's Enterprise Products Partners position peaked at $571K in Q2 2025.
1,430 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2025.

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