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Amalgamated Bank’s Upbound Group UPBD Stock Holding History

Amalgamated Bank’s Portfolio UPBD Stock Details UPBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$301K Sell
14,183
-835
-6% -$15.6K ﹤0.01% 1498
2026
Q1 		$271K Sell
15,018
-391
-3% -$7.62K ﹤0.01% 1492
2025
Q4 		$271K Buy
15,409
+134
+0.9% +$2.59K ﹤0.01% 1497
2025
Q3 		$361K Buy
15,275
+509
+3% +$12.6K ﹤0.01% 1419
2025
Q2 		$371K Buy
14,766
+395
+3% +$9.23K ﹤0.01% 1375
2025
Q1 		$344K Sell
14,371
-120
-0.8% -$3.3K ﹤0.01% 1384
2024
Q4 		$423K Hold
14,491
– – ﹤0.01% 1358
2024
Q3 		$464K Buy
14,491
+496
+4% +$15.9K ﹤0.01% 1331
2024
Q2 		$430K Sell
13,995
-88
-0.6% -$2.81K ﹤0.01% 1359
2024
Q1 		$496K Sell
14,083
-5,851
-29% -$195K ﹤0.01% 1317
2023
Q4 		$677K Sell
19,934
-1,396
-7% -$41.6K 0.01% 1317
2023
Q3 		$628K Sell
21,330
-1,944
-8% -$60.6K 0.01% 1309
2023
Q2 		$725K Buy
23,274
+395
+2% +$11.5K 0.01% 1267
2023
Q1 		$561K Sell
22,879
-1,918
-8% -$49.4K ﹤0.01% 1374
2022
Q4 		$559K Sell
24,797
-1,024
-4% -$21.9K 0.01% 1416
2022
Q3 		$452K Buy
25,821
+59
+0.2% +$1.47K ﹤0.01% 1480
2022
Q2 		$501K Sell
25,762
-4,626
-15% -$115K ﹤0.01% 1463
2022
Q1 		$765K Sell
30,388
-1,592
-5% -$57.5K 0.01% 1336
2021
Q4 		$1.54M Sell
31,980
-471
-1% -$23.6K 0.01% 1057
2021
Q3 		$1.82M Sell
32,451
-715
-2% -$42.1K 0.02% 966
2021
Q2 		$1.76M Buy
33,166
+26,146
+372% +$1.52M 0.01% 1022
2021
Q1 		$405K Sell
7,020
-595
-8% -$31.1K 0.02% 1097
2020
Q4 		$292K Buy
7,615
+65
+0.9% +$2.21K 0.01% 1242
2020
Q3 		$226K Sell
7,550
-237
-3% -$7.01K 0.01% 1264
2020
Q2 		$217K Buy
+7,787
New +$173K 0.01% 1254
2020
Q1 		– Sell
-9,874
Closed -$285K – 1778
2019
Q4 		$285K Buy
9,874
+840
+9% +$22K 0.01% 1438
2019
Q3 		$233K Sell
9,034
-108
-1% -$2.84K ﹤0.01% 1467
2019
Q2 		$243K Buy
+9,142
New +$217K 0.01% 1478

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Amalgamated Bank's UPBD Position: Q2 2026 in Review

Amalgamated Bank reduced its Upbound Group (UPBD) stake by 5.6% in Q2 2026, selling an estimated $15.6K and leaving 14,183 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1498.

Amalgamated Bank first reported a position in UPBD in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.82M in Q3 2021. 100 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Amalgamated Bank held 14,183 shares of Upbound Group worth $301K as of Q2 2026.
  • Amalgamated Bank sold 835 Upbound Group shares in Q2 2026, an estimated $15.6K.
  • Upbound Group made up ﹤0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1498 holding.
  • Amalgamated Bank first reported a position in Upbound Group in Q2 2019 and has held it in 28 quarters since.
  • Amalgamated Bank's Upbound Group position peaked at $1.82M in Q3 2021.
  • 100 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.