Barrow, Hanley, Mewhinney & Strauss
UPBD icon

Barrow, Hanley, Mewhinney & Strauss’s Upbound Group UPBD Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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 		$7.11K Hold
335
– – ﹤0.01% 267
2026
Q1 		$6.05K Hold
335
– – ﹤0.01% 259
2025
Q4 		$5.88K Hold
335
– – ﹤0.01% 261
2025
Q3 		$7.92K Hold
335
– – ﹤0.01% 232
2025
Q2 		$8.41K Hold
335
– – ﹤0.01% 218
2025
Q1 		$8.03K Hold
335
– – ﹤0.01% 231
2024
Q4 		$9.77K Hold
335
– – ﹤0.01% 231
2024
Q3 		$10.7K Hold
335
– – ﹤0.01% 225
2024
Q2 		$10.3K Hold
335
– – ﹤0.01% 204
2024
Q1 		$11.8K Hold
335
– – ﹤0.01% 188
2023
Q4 		$11.4K Hold
335
– – ﹤0.01% 180
2023
Q3 		$9.87K Hold
335
– – ﹤0.01% 189
2023
Q2 		$10.4K Hold
335
– – ﹤0.01% 179
2023
Q1 		$8.21K Hold
335
– – ﹤0.01% 195
2022
Q4 		$7.55K Hold
335
– – ﹤0.01% 192
2022
Q3 		$6K Sell
335
-33
-9% -$822 ﹤0.01% 204
2022
Q2 		$7K Buy
+368
New +$9.16K ﹤0.01% 205
2020
Q3 		– Sell
-32,829
Closed -$913K – 352
2020
Q2 		$913K Buy
+32,829
New +$729K ﹤0.01% 175
2017
Q4 		– Sell
-86,220
Closed -$990K – 439
2017
Q3 		$990K Hold
86,220
– – ﹤0.01% 306
2017
Q2 		$1.01M Buy
+86,220
New +$975K ﹤0.01% 305
2013
Q4 		– Sell
-2,078,204
Closed -$79.2M – 166
2013
Q3 		$79.2M Sell
2,078,204
-231,912
-10% -$8.94M 0.13% 106
2013
Q2 		$86.7M Buy
+2,310,116
New +$83.7M 0.15% 96

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

Barrow, Hanley, Mewhinney & Strauss's UPBD Position: Q2 2026 in Review

Barrow, Hanley, Mewhinney & Strauss held its Upbound Group (UPBD) position steady in Q2 2026 at 335 shares worth $7.11K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Barrow, Hanley, Mewhinney & Strauss first reported a position in UPBD in Q2 2013 and has held it in 22 quarters since. The position peaked at $86.7M in Q2 2013. 257 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Barrow, Hanley, Mewhinney & Strauss held 335 shares of Upbound Group worth $7.11K as of Q2 2026.
  • Barrow, Hanley, Mewhinney & Strauss left its Upbound Group share count unchanged in Q2 2026.
  • Upbound Group made up ﹤0.01% of Barrow, Hanley, Mewhinney & Strauss's portfolio in Q2 2026, its #267 holding.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in Upbound Group in Q2 2013 and has held it in 22 quarters since.
  • Barrow, Hanley, Mewhinney & Strauss's Upbound Group position peaked at $86.7M in Q2 2013.
  • 257 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q2 2026, filed 12 Aug 2026.