Bank of America’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
Q1 | $3.52M | Buy |
194,819
+18,758
| +11% | +$366K | ﹤0.01% | 3726 |
|
|
2025
Q4 | $3.09M | Sell |
176,061
-215,322
| -55% | -$4.16M | ﹤0.01% | 3731 |
|
|
2025
Q3 | $9.25M | Buy |
391,383
+45,945
| +13% | +$1.13M | ﹤0.01% | 3392 |
|
|
2025
Q2 | $8.67M | Buy |
345,438
+139,214
| +68% | +$3.25M | ﹤0.01% | 3359 |
|
|
2025
Q1 | $4.94M | Buy |
206,224
+44,081
| +27% | +$1.21M | ﹤0.01% | 3815 |
|
|
2024
Q4 | $4.73M | Sell |
162,143
-314,106
| -66% | -$9.75M | ﹤0.01% | 3647 |
|
|
2024
Q3 | $15.2M | Buy |
476,249
+176,308
| +59% | +$5.67M | ﹤0.01% | 2657 |
|
|
2024
Q2 | $9.21M | Sell |
299,941
-715,006
| -70% | -$22.8M | ﹤0.01% | 3018 |
|
|
2024
Q1 | $35.7M | Buy |
1,014,947
+118,068
| +13% | +$3.94M | ﹤0.01% | 1747 |
|
|
2023
Q4 | $30.5M | Sell |
896,879
-116,721
| -12% | -$3.48M | ﹤0.01% | 1757 |
|
|
2023
Q3 | $29.9M | Buy |
1,013,600
+921,863
| +1,005% | +$28.7M | ﹤0.01% | 1661 |
|
|
2023
Q2 | $2.86M | Sell |
91,737
-24,625
| -21% | -$720K | ﹤0.01% | 3904 |
|
|
2023
Q1 | $2.85M | Sell |
116,362
-83,098
| -42% | -$2.14M | ﹤0.01% | 4046 |
|
|
2022
Q4 | $4.5M | Buy |
199,460
+19,658
| +11% | +$421K | ﹤0.01% | 3481 |
|
|
2022
Q3 | $3.15M | Sell |
179,802
-40,491
| -18% | -$1.01M | ﹤0.01% | 3854 |
|
|
2022
Q2 | $4.28M | Sell |
220,293
-63,007
| -22% | -$1.57M | ﹤0.01% | 3569 |
|
|
2022
Q1 | $7.14M | Buy |
283,300
+23,031
| +9% | +$832K | ﹤0.01% | 3237 |
|
|
2021
Q4 | $12.5M | Sell |
260,269
-11,429
| -4% | -$572K | ﹤0.01% | 2708 |
|
|
2021
Q3 | $15.3M | Buy |
271,698
+32,519
| +14% | +$1.91M | ﹤0.01% | 2424 |
|
|
2021
Q2 | $12.7M | Sell |
239,179
-29,892
| -11% | -$1.74M | ﹤0.01% | 2588 |
|
|
2021
Q1 | $15.5M | Buy |
269,071
+1,063
| +0.4% | +$55.6K | ﹤0.01% | 2272 |
|
|
2020
Q4 | $10.3M | Buy |
268,008
+30,469
| +13% | +$1.03M | ﹤0.01% | 2464 |
|
|
2020
Q3 | $7.1M | Buy |
237,539
+11,961
| +5% | +$354K | ﹤0.01% | 2584 |
|
|
2020
Q2 | $6.28M | Sell |
225,578
-32,756
| -13% | -$728K | ﹤0.01% | 2651 |
|
|
2020
Q1 | $3.65M | Buy |
258,334
+12,098
| +5% | +$291K | ﹤0.01% | 2959 |
|
|
2019
Q4 | $7.1M | Sell |
246,236
-11,954
| -5% | -$312K | ﹤0.01% | 2892 |
|
|
2019
Q3 | $6.66M | Sell |
258,190
-8,345
| -3% | -$219K | ﹤0.01% | 2926 |
|
|
2019
Q2 | $7.1M | Buy |
266,535
+226,676
| +569% | +$5.39M | ﹤0.01% | 2888 |
|
|
2019
Q1 | $832K | Sell |
39,859
-20,092
| -34% | -$370K | ﹤0.01% | 4651 |
|
|
2018
Q4 | $971K | Sell |
59,951
-366,209
| -86% | -$5.32M | ﹤0.01% | 4432 |
|
|
2018
Q3 | $6.13M | Buy |
426,160
+210,154
| +97% | +$3.09M | ﹤0.01% | 2988 |
|
|
2018
Q2 | $3.18M | Buy |
216,006
+154,135
| +249% | +$1.67M | ﹤0.01% | 3589 |
|
|
2018
Q1 | $534K | Buy |
61,871
+9,045
| +17% | +$86.9K | ﹤0.01% | 4773 |
|
|
2017
Q4 | $586K | Sell |
52,826
-38,482
| -42% | -$421K | ﹤0.01% | 4843 |
|
|
2017
Q3 | $1.05M | Sell |
91,308
-57,689
| -39% | -$713K | ﹤0.01% | 4470 |
|
|
2017
Q2 | $1.75M | Sell |
148,997
-9,107
| -6% | -$103K | ﹤0.01% | 4001 |
|
|
2017
Q1 | $1.4M | Buy |
158,104
+69,899
| +79% | +$636K | ﹤0.01% | 4181 |
|
|
2016
Q4 | $993K | Buy |
88,205
+36,600
| +71% | +$408K | ﹤0.01% | 4343 |
|
|
2016
Q3 | $652K | Buy |
51,605
+9,231
| +22% | +$115K | ﹤0.01% | 4445 |
|
|
2016
Q2 | $520K | Sell |
42,374
-92,360
| -69% | -$1.24M | ﹤0.01% | 4640 |
|
|
2016
Q1 | $2.14M | Sell |
134,734
-30,686
| -19% | -$409K | ﹤0.01% | 3503 |
|
|
2015
Q4 | $2.48M | Buy |
165,420
+33,615
| +26% | +$642K | ﹤0.01% | 3609 |
|
|
2015
Q3 | $3.2M | Buy |
131,805
+14,490
| +12% | +$389K | ﹤0.01% | 3313 |
|
|
2015
Q2 | $3.33M | Buy |
117,315
+32,963
| +39% | +$989K | ﹤0.01% | 2974 |
|
|
2015
Q1 | $2.31M | Buy |
84,352
+46,952
| +126% | +$1.43M | ﹤0.01% | 3113 |
|
|
2014
Q4 | $1.36M | Buy |
37,400
+19,767
| +112% | +$637K | ﹤0.01% | 3768 |
|
|
2014
Q3 | $535K | Sell |
17,633
-10,097
| -36% | -$271K | ﹤0.01% | 4525 |
|
|
2014
Q2 | $795K | Sell |
27,730
-7,319
| -21% | -$207K | ﹤0.01% | 4179 |
|
|
2014
Q1 | $932K | Buy |
35,049
+6,488
| +23% | +$176K | ﹤0.01% | 3977 |
|
|
2013
Q4 | $952K | Sell |
28,561
-4,015
| -12% | -$139K | ﹤0.01% | 4107 |
|
|
2013
Q3 | $1.24M | Sell |
32,576
-13,123
| -29% | -$506K | ﹤0.01% | 3732 |
|
|
2013
Q2 | $1.72M | Buy |
+45,699
| New | +$1.66M | ﹤0.01% | 3404 |
|
Other funds holding UPBD
VPM
IC
VCM
HCM
Bank of America's UPBD Position: Q1 2026 in Review
Bank of America increased its Upbound Group (UPBD) stake by 11% in Q1 2026, buying an estimated $366K and bringing the position to 194,819 shares worth $3.52M. The position accounts for ﹤0.01% of the portfolio, ranked #3726.
Bank of America first reported a position in UPBD in Q2 2013 and has held it in 52 quarters since. The position peaked at $35.7M in Q1 2024. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.
- Bank of America held 194,819 shares of Upbound Group worth $3.52M as of Q1 2026.
- Bank of America bought 18,758 Upbound Group shares in Q1 2026, an estimated $366K.
- Upbound Group made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3726 holding.
- Bank of America first reported a position in Upbound Group in Q2 2013 and has held it in 52 quarters since.
- Bank of America's Upbound Group position peaked at $35.7M in Q1 2024.
- 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.
Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.