Bank of America
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Bank of America’s Upbound Group UPBD Stock Holding History

Bank of America’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
2018
Q1 		– Sell
-100,000
Closed -$1.11M – 7357
2017
Q4 		$1.11M Sell
100,000
-42,300
-30% -$463K ﹤0.01% 4416
2017
Q3 		$1.63M Buy
+142,300
New +$1.76M ﹤0.01% 4147

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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.