Advisors Asset Management’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.58M | Buy |
357,337
+93,514
| +35% | +$1.75M | 0.12% | 228 |
|
|
2026
Q1 | $4.76M | Buy |
263,823
+101,605
| +63% | +$1.98M | 0.08% | 342 |
|
|
2025
Q4 | $2.85M | Buy |
162,218
+103,334
| +175% | +$2M | 0.05% | 484 |
|
|
2025
Q3 | $1.39M | Buy |
58,884
+54,259
| +1,173% | +$1.34M | 0.02% | 700 |
|
|
2025
Q2 | $116K | Buy |
4,625
+713
| +18% | +$16.7K | ﹤0.01% | 1188 |
|
|
2025
Q1 | $93.7K | Buy |
3,912
+2,512
| +179% | +$69K | ﹤0.01% | 1209 |
|
|
2024
Q4 | $40.8K | Buy |
+1,400
| New | +$43.5K | ﹤0.01% | 1334 |
|
|
2024
Q3 | – | Sell |
-7,755
| Closed | -$238K | – | 1512 |
|
|
2024
Q2 | $238K | Sell |
7,755
-9,046
| -54% | -$289K | ﹤0.01% | 1065 |
|
|
2024
Q1 | $592K | Sell |
16,801
-2,214
| -12% | -$73.9K | 0.01% | 864 |
|
|
2023
Q4 | $646K | Sell |
19,015
-8,190
| -30% | -$244K | 0.01% | 826 |
|
|
2023
Q3 | $801K | Sell |
27,205
-8,126
| -23% | -$253K | 0.02% | 776 |
|
|
2023
Q2 | $1.1M | Sell |
35,331
-95,611
| -73% | -$2.79M | 0.02% | 704 |
|
|
2023
Q1 | $3.21M | Sell |
130,942
-10,442
| -7% | -$269K | 0.06% | 369 |
|
|
2022
Q4 | $3.19M | Sell |
141,384
-14,005
| -9% | -$300K | 0.06% | 365 |
|
|
2022
Q3 | $2.72M | Buy |
155,389
+5,864
| +4% | +$146K | 0.05% | 407 |
|
|
2022
Q2 | $2.91M | Buy |
149,525
+35,877
| +32% | +$893K | 0.05% | 386 |
|
|
2022
Q1 | $2.86M | Buy |
113,648
+72,528
| +176% | +$2.62M | 0.04% | 459 |
|
|
2021
Q4 | $1.98M | Buy |
41,120
+12,366
| +43% | +$618K | 0.03% | 615 |
|
|
2021
Q3 | $1.62M | Buy |
28,754
+12,688
| +79% | +$747K | 0.02% | 662 |
|
|
2021
Q2 | $853K | Buy |
16,066
+10,341
| +181% | +$601K | 0.01% | 881 |
|
|
2021
Q1 | $330K | Buy |
+5,725
| New | +$299K | 0.01% | 1116 |
|
|
2016
Q1 | – | Sell |
-1,400
| Closed | -$21K | – | 1875 |
|
|
2015
Q4 | $21K | Hold |
1,400
| – | – | ﹤0.01% | 1824 |
|
|
2015
Q3 | $34K | Sell |
1,400
-100
| -7% | -$2.69K | ﹤0.01% | 1782 |
|
|
2015
Q2 | $43K | Hold |
1,500
| – | – | ﹤0.01% | 1738 |
|
|
2015
Q1 | $41K | Hold |
1,500
| – | – | ﹤0.01% | 1726 |
|
|
2014
Q4 | $54K | Hold |
1,500
| – | – | ﹤0.01% | 1663 |
|
|
2014
Q3 | $46K | Sell |
1,500
-100
| -6% | -$2.69K | ﹤0.01% | 1659 |
|
|
2014
Q2 | $46K | Sell |
1,600
-100
| -6% | -$2.83K | ﹤0.01% | 1683 |
|
|
2014
Q1 | $45K | Hold |
1,700
| – | – | ﹤0.01% | 1656 |
|
|
2013
Q4 | $57K | Buy |
1,700
+100
| +6% | +$3.46K | ﹤0.01% | 1580 |
|
|
2013
Q3 | $61K | Sell |
1,600
-300
| -16% | -$11.6K | ﹤0.01% | 1541 |
|
|
2013
Q2 | $71K | Buy |
+1,900
| New | +$68.8K | ﹤0.01% | 1421 |
|
Other funds holding UPBD
IC
Advisors Asset Management's UPBD Position: Q2 2026 in Review
Advisors Asset Management increased its Upbound Group (UPBD) stake by 35% in Q2 2026, buying an estimated $1.75M and bringing the position to 357,337 shares worth $7.58M. The position accounts for 0.12% of the portfolio, ranked #228.
Advisors Asset Management first reported a position in UPBD in Q2 2013 and has held it in 32 quarters since. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.
- Advisors Asset Management held 357,337 shares of Upbound Group worth $7.58M as of Q2 2026.
- Advisors Asset Management bought 93,514 Upbound Group shares in Q2 2026, an estimated $1.75M.
- Upbound Group made up 0.12% of Advisors Asset Management's portfolio in Q2 2026, its #228 holding.
- Advisors Asset Management first reported a position in Upbound Group in Q2 2013 and has held it in 32 quarters since.
- 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.
Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.