Umpqua Bank
Umpqua Bank, founded in 1953 as South Umpqua State Bank, is a full-service financial institution headquartered in Portland, Oregon. It specializes in retail banking, commercial and corporate banking solutions, and wealth management services. Umpqua Bank serves consumers, small businesses, and middle-market corporations across eight western U.S. states through a network of hundreds of branches. Following its merger with Columbia Bank in early 2023, it is now a subsidiary of Columbia Banking System and ranks among the largest banks headquartered in the western United States. Umpqua Bank employs thousands and is recognized for exceptional customer service, innovation, and a commitment to supporting communities and businesses.
Investment Strategy
Umpqua Bank's strategy focuses on providing tailored financial and banking solutions to individuals, businesses, and corporations, delivering retail and commercial banking services, credit facilities, corporate lending, and wealth management. The bank emphasizes relationship-based banking, underwriting of commercial real estate and small business loans, and providing customized financing for investors and developers. Umpqua aims to innovate through service and technology, and leverages its local expertise and broad network to support the financial needs and growth ambitions of customers in the Pacific Northwest and California.
Latest 13F Filing Activity
Umpqua Bank filed their most recent 13F report on Jun 30, 2025 disclosing 164 equity positions with a total 13F market value of $328M. The fund increased holdings in Microsoft Corp., Ishares TR, Nvidia Corporation among other positions. Umpqua Bank reduced exposure to Unitedhealth Group Inc., Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (164)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.27% | $20.6M | 41,461 | $427.75 | $497.41 | +$5.8M |
I IEI | ISHARES TR | 4.41% | $14.5M | 122,731 | $118.17 | $119.09 | +$17.6K |
E EMXC | ISHARES INC | 4.18% | $13.7M | 216,449 | $57.77 | $63.14 | +$2.7M |
A AAPL | APPLE INC | 4.03% | $13.2M | 62,950 | $174.58 | $205.17 | -$731.4K |
I IEMG | ISHARES INC | 4.01% | $13.1M | 218,863 | $52.71 | $60.03 | +$2.3M |