Umpqua Bank’s Altria Group MO Stock Holding History

Umpqua Bank’s Portfolio MO Stock Details MO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,182	Closed	-$271K	–	159
2025 Q3	$271K	Buy	4,182 +699	+20%	+$44.3K	0.08%	140
2025 Q2	$207K	Buy	+3,483	New	+$205K	0.06%	163

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Umpqua Bank's MO Position: Q4 2025 in Review

Umpqua Bank sold out of Altria Group (MO) in Q4 2025, closing a stake of 4,182 shares — an estimated $271K sold.

Umpqua Bank first reported a position in MO in Q2 2025 and held it in 2 quarters. The position peaked at $271K in Q3 2025. 2,389 funds tracked by Wall St. Rank hold MO as of Q4 2025.

Umpqua Bank reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
Umpqua Bank sold 4,182 Altria Group shares in Q4 2025, an estimated $271K.
Umpqua Bank first reported a position in Altria Group in Q2 2025 and held it in 2 quarters.
Umpqua Bank's Altria Group position peaked at $271K in Q3 2025.
2,389 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Umpqua Bank's 13F filing for Q4 2025, filed 13 Feb 2026.