Ameritas Investment Partners’s Upbound Group UPBD Stock Holding History

Ameritas Investment Partners’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 Q1	$79.2K	Hold	4,388	–	–	﹤0.01%	1825
2025 Q4	$77.1K	Hold	4,388	–	–	﹤0.01%	1851
2025 Q3	$104K	Sell	4,388 -1,091	-20%	-$26.9K	﹤0.01%	1669
2025 Q2	$138K	Hold	5,479	–	–	﹤0.01%	1531
2025 Q1	$131K	Hold	5,479	–	–	﹤0.01%	1525
2024 Q4	$160K	Hold	5,479	–	–	0.01%	1462
2024 Q3	$175K	Hold	5,479	–	–	0.01%	1406
2024 Q2	$168K	Hold	5,479	–	–	0.01%	1390
2024 Q1	$193K	Hold	5,479	–	–	0.01%	1313
2023 Q4	$186K	Hold	5,479	–	–	0.01%	1307
2023 Q3	$161K	Buy	5,479 +925	+20%	+$28.8K	0.01%	1323
2023 Q2	$142K	Buy	4,554 +572	+14%	+$16.7K	0.01%	1358
2023 Q1	$97.6K	Hold	3,982	–	–	﹤0.01%	1552
2022 Q4	$102K	Hold	3,982	–	–	﹤0.01%	1589
2022 Q3	$69K	Hold	3,982	–	–	﹤0.01%	1750
2022 Q2	$77K	Sell	3,982 -1,188	-23%	-$29.6K	﹤0.01%	1685
2022 Q1	$130K	Hold	5,170	–	–	﹤0.01%	1463
2021 Q4	$248K	Hold	5,170	–	–	0.01%	1098
2021 Q3	$291K	Hold	5,170	–	–	0.01%	975
2021 Q2	$274K	Buy	5,170 +1,227	+31%	+$71.3K	0.01%	1029
2021 Q1	$227K	Sell	3,943 -227	-5%	-$11.9K	0.01%	1124
2020 Q4	$160K	Sell	4,170 -250	-6%	-$8.49K	0.01%	1278
2020 Q3	$132K	Hold	4,420	–	–	0.01%	1269
2020 Q2	$123K	Hold	4,420	–	–	0.01%	1283
2020 Q1	$62K	Buy	4,420 +271	+7%	+$6.52K	﹤0.01%	1542
2019 Q4	$120K	Hold	4,149	–	–	0.01%	1405
2019 Q3	$107K	Hold	4,149	–	–	﹤0.01%	1426
2019 Q2	$110K	Buy	4,149 +451	+12%	+$10.7K	0.01%	1445
2019 Q1	$77K	Hold	3,698	–	–	﹤0.01%	1646
2018 Q4	$60K	Hold	3,698	–	–	﹤0.01%	1703
2018 Q3	$53K	Hold	3,698	–	–	﹤0.01%	1965
2018 Q2	$54K	Sell	3,698 -394	-10%	-$4.27K	﹤0.01%	1949
2018 Q1	$35K	Hold	4,092	–	–	﹤0.01%	2123
2017 Q4	$45K	Hold	4,092	–	–	﹤0.01%	1987
2017 Q3	$49K	Hold	4,092	–	–	﹤0.01%	1911
2017 Q2	$48K	Hold	4,092	–	–	﹤0.01%	1934
2017 Q1	$36K	Buy	+4,092	New	+$37.2K	﹤0.01%	2055
2016 Q1	–	Sell	-11,869	Closed	-$178K	–	1190
2015 Q4	$178K	Hold	11,869	–	–	0.01%	942
2015 Q3	$288K	Hold	11,869	–	–	0.02%	786
2015 Q2	$336K	Sell	11,869 -639	-5%	-$19.2K	0.02%	769
2015 Q1	$343K	Hold	12,508	–	–	0.02%	776
2014 Q4	$454K	Sell	12,508 -277	-2%	-$8.92K	0.03%	633
2014 Q3	$388K	Hold	12,785	–	–	0.03%	686
2014 Q2	$367K	Buy	12,785 +104	+0.8%	+$2.94K	0.03%	747
2014 Q1	$337K	Sell	12,681 -408	-3%	-$11.1K	0.03%	743
2013 Q4	$436K	Hold	13,089	–	–	0.03%	635
2013 Q3	$499K	Buy	+13,089	New	+$505K	0.05%	518

Other funds holding UPBD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

HCM

Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameritas Investment Partners's UPBD Position: Q1 2026 in Review

Ameritas Investment Partners held its Upbound Group (UPBD) position steady in Q1 2026 at 4,388 shares worth $79.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1825.

Ameritas Investment Partners first reported a position in UPBD in Q3 2013 and has held it in 47 quarters since. The position peaked at $499K in Q3 2013. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

Ameritas Investment Partners held 4,388 shares of Upbound Group worth $79.2K as of Q1 2026.
Ameritas Investment Partners left its Upbound Group share count unchanged in Q1 2026.
Upbound Group made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #1825 holding.
Ameritas Investment Partners first reported a position in Upbound Group in Q3 2013 and has held it in 47 quarters since.
Ameritas Investment Partners's Upbound Group position peaked at $499K in Q3 2013.
239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.