Barclays
UPBD icon

Barclays’s Upbound Group UPBD Stock Holding History

Barclays’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
2020
Q2 		– Sell
-600
Closed -$8K – 6266
2020
Q1 		$8K Sell
600
-7,400
-93% -$178K ﹤0.01% 5875
2019
Q4 		$231K Sell
8,000
-10,100
-56% -$264K ﹤0.01% 4932
2019
Q3 		$467K Buy
18,100
+14,000
+341% +$368K ﹤0.01% 4299
2019
Q2 		$109K Buy
4,100
+3,800
+1,267% +$90.3K ﹤0.01% 5621
2019
Q1 		$6K Sell
300
-3,100
-91% -$57.1K ﹤0.01% 6682
2018
Q4 		$55K Buy
3,400
+2,100
+162% +$30.5K ﹤0.01% 5422
2018
Q3 		$19K Sell
1,300
-2,000
-61% -$29.4K ﹤0.01% 6483
2018
Q2 		$49K Sell
3,300
-44,000
-93% -$477K ﹤0.01% 5657
2018
Q1 		$408K Buy
47,300
+11,800
+33% +$113K ﹤0.01% 4174
2017
Q4 		$394K Buy
+35,500
New +$389K ﹤0.01% 4092
2017
Q3 		– Sell
-400
Closed -$5K – 7057
2017
Q2 		$5K Sell
400
-400
-50% -$4.52K ﹤0.01% 6250
2017
Q1 		$7K Buy
800
+100
+14% +$909 ﹤0.01% 6201
2016
Q4 		$8K Sell
700
-800
-53% -$8.91K ﹤0.01% 5988
2016
Q3 		$19K Sell
1,500
-2,000
-57% -$25K ﹤0.01% 5507
2016
Q2 		$43K Buy
3,500
+100
+3% +$1.35K ﹤0.01% 4911
2016
Q1 		$51K Buy
3,400
+2,600
+325% +$34.7K ﹤0.01% 4756
2015
Q4 		$11K Buy
800
+300
+60% +$5.73K ﹤0.01% 5376
2015
Q3 		$12K Buy
500
+200
+67% +$5.37K ﹤0.01% 5715
2015
Q2 		$8K Sell
300
-300
-50% -$9K ﹤0.01% 6215
2015
Q1 		$16K Sell
600
-1,300
-68% -$39.6K ﹤0.01% 5954
2014
Q4 		$68K Buy
1,900
+700
+58% +$22.5K ﹤0.01% 5483
2014
Q3 		$36K Buy
+1,200
New +$32.3K ﹤0.01% 6120
2014
Q2 		– Sell
-7,200
Closed -$187K – 7814
2014
Q1 		$187K Sell
7,200
-1,900
-21% -$51.5K ﹤0.01% 4855
2013
Q4 		$300K Buy
9,100
+5,100
+128% +$177K ﹤0.01% 4600
2013
Q3 		$152K Sell
4,000
-5,500
-58% -$212K ﹤0.01% 5280
2013
Q2 		$357K Buy
+9,500
New +$344K ﹤0.01% 4600

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $46.4B AUM 27.74% 1-Year Est. Return
State Street
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barclays's UPBD Position: Q1 2026 in Review

Barclays reduced its Upbound Group (UPBD) stake by 59% in Q1 2026, selling an estimated $1.4M and leaving 49,681 shares worth $897K. The position accounts for ﹤0.01% of the portfolio, ranked #2818.

Barclays first reported a position in UPBD in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.9M in Q2 2021. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Barclays held 49,681 shares of Upbound Group worth $897K as of Q1 2026.
  • Barclays sold 71,865 Upbound Group shares in Q1 2026, an estimated $1.4M.
  • Upbound Group made up ﹤0.01% of Barclays's portfolio in Q1 2026, its #2818 holding.
  • Barclays first reported a position in Upbound Group in Q2 2013 and has held it in 52 quarters since.
  • Barclays's Upbound Group position peaked at $12.9M in Q2 2021.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Barclays's 13F filing for Q1 2026, filed 15 May 2026.