Arlington Trust’s Upbound Group UPBD Stock Holding History

Arlington Trust’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	$934	Hold	44	–	–	﹤0.01%	743
2026 Q1	$794	Buy	+44	New	+$857	﹤0.01%	739

Other funds holding UPBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arlington Trust's UPBD Position: Q2 2026 in Review

Arlington Trust held its Upbound Group (UPBD) position steady in Q2 2026 at 44 shares worth $934. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Arlington Trust first reported a position in UPBD in Q1 2026 and has held it in 2 quarters since. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

Arlington Trust held 44 shares of Upbound Group worth $934 as of Q2 2026.
Arlington Trust left its Upbound Group share count unchanged in Q2 2026.
Upbound Group made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #743 holding.
Arlington Trust first reported a position in Upbound Group in Q1 2026 and has held it in 2 quarters since.
258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.