Sofos Investments, Inc.

SEC CIK: 0001741736
Latest filing: May 8, 2026

SEC filings (opens in a new tab)

UMPQ holding history

Umpqua Holdings Corp in every 13F filed by Sofos Investments, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UMPQ overview All 13F holders of UMPQ Full Q1 2026 holdings

Shares (Q3 2022): 0; Sold out in Q3 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 4; Since Q3 2021

Holdings of UMPQ by Sofos Investments, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2022	0	$0	0.0%	−34−100.0%	Sold out	Holders
Q2 2022	34	–	–	−4−10.5%	Reduced	Holders
Q1 2022	38	–	–	00.0%	Unchanged	Holders
Q4 2021	38	–	–	+36+1,800.0%	Added	Holders
Q3 2021	2	–	–	+2	New	Holders