JFS Wealth Advisors, LLC
- SEC CIK
- 0001568068
- Latest filing
- Jul 10, 2026
UMPQ holding history
Umpqua Holdings Corp in every 13F filed by JFS Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
UMPQ overviewAll 13F holders of UMPQFull Q2 2026 holdings
- Shares (Q1 2023)
- 0
- Sold out in Q1 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2023 | 0 | $0 | 0.0% | −213−100.0% | Sold out | Holders |
| Q4 2022 | 213 | $3.80K | <0.1% | −1−0.5% | Reduced | Holders |
| Q3 2022 | 214 | $4.00K | <0.1% | −55−20.4% | Reduced | Holders |
| Q2 2022 | 269 | $5.00K | <0.1% | +89+49.4% | Added | Holders |
| Q1 2022 | 180 | $3.00K | <0.1% | +110+157.1% | Added | Holders |
| Q4 2021 | 70 | $1.00K | <0.1% | +70 | New | Holders |