UB
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Umpqua Bank’s Visa V Stock Holding History

Umpqua Bank’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.82M Buy
11,139
+888
+9% +$285K 0.86% 29
2026
Q1 		$3.1M Buy
10,251
+605
+6% +$195K 0.88% 27
2025
Q4 		$3.38M Sell
9,646
-130
-1% -$44.3K 0.94% 27
2025
Q3 		$3.38M Buy
9,776
+19
+0.2% +$6.58K 0.94% 27
2025
Q2 		$3.46M Sell
9,757
-115
-1% -$40.1K 1.05% 22
2025
Q1 		$3.46M Sell
9,872
-33
-0.3% -$11.2K 1.2% 19
2024
Q4 		$3.06M Buy
9,905
+295
+3% +$88.7K 1.06% 21
2024
Q3 		$2.64M Buy
9,610
+208
+2% +$56.2K 0.97% 28
2024
Q2 		$2.47M Buy
9,402
+440
+5% +$121K 0.96% 26
2024
Q1 		$2.5M Buy
+8,962
New +$2.47M 1.03% 26

Other funds holding V

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Umpqua Bank's V Position: Q2 2026 in Review

Umpqua Bank increased its Visa (V) stake by 8.7% in Q2 2026, buying an estimated $285K and bringing the position to 11,139 shares worth $3.82M. The position accounts for 0.86% of the portfolio, ranked #29.

Umpqua Bank first reported a position in V in Q1 2024 and has held it in 10 quarters since. 4,500 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Umpqua Bank held 11,139 shares of Visa worth $3.82M as of Q2 2026.
  • Umpqua Bank bought 888 Visa shares in Q2 2026, an estimated $285K.
  • Visa made up 0.86% of Umpqua Bank's portfolio in Q2 2026, its #29 holding.
  • Umpqua Bank first reported a position in Visa in Q1 2024 and has held it in 10 quarters since.
  • 4,500 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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