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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barclays's UPBD Position: Q2 2026 in Review

Barclays increased its Upbound Group (UPBD) stake by 11% in Q2 2026, buying an estimated $100K and bringing the position to 55,050 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #2698.

Barclays first reported a position in UPBD in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.9M in Q2 2021. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Barclays held 55,050 shares of Upbound Group worth $1.17M as of Q2 2026.
  • Barclays bought 5,369 Upbound Group shares in Q2 2026, an estimated $100K.
  • Upbound Group made up ﹤0.01% of Barclays's portfolio in Q2 2026, its #2698 holding.
  • Barclays first reported a position in Upbound Group in Q2 2013 and has held it in 53 quarters since.
  • Barclays's Upbound Group position peaked at $12.9M in Q2 2021.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Barclays's 13F filing for Q2 2026, filed 14 Aug 2026.