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Brandywine Global Investment Management’s Upbound Group UPBD Stock Holding History

Brandywine Global Investment Management’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
2025
Q4 		– Sell
-149,476
Closed -$3.53M – 661
2025
Q3 		$3.53M Sell
149,476
-5,621
-4% -$139K 0.02% 423
2025
Q2 		$3.89M Sell
155,097
-6,000
-4% -$140K 0.03% 413
2025
Q1 		$3.86M Sell
161,097
-6,300
-4% -$173K 0.03% 401
2024
Q4 		$4.88M Buy
+167,397
New +$5.2M 0.04% 365
2023
Q3 		– Sell
-107,681
Closed -$3.35M – 741
2023
Q2 		$3.35M Buy
107,681
+28,673
+36% +$838K 0.03% 459
2023
Q1 		$1.94M Buy
79,008
+1,925
+2% +$49.6K 0.02% 553
2022
Q4 		$1.74M Buy
+77,083
New +$1.65M 0.01% 577
2022
Q1 		– Sell
-171,737
Closed -$8.25M – 747
2021
Q4 		$8.25M Hold
171,737
– – 0.06% 303
2021
Q3 		$9.65M Sell
171,737
-13,752
-7% -$810K 0.07% 257
2021
Q2 		$9.84M Sell
185,489
-7,056
-4% -$410K 0.07% 279
2021
Q1 		$11.1M Sell
192,545
-9,399
-5% -$492K 0.08% 262
2020
Q4 		$7.73M Sell
201,944
-676
-0.3% -$23K 0.06% 298
2020
Q3 		$6.06M Sell
202,620
-8,772
-4% -$259K 0.06% 281
2020
Q2 		$5.88M Sell
211,392
-2,622
-1% -$58.3K 0.06% 286
2020
Q1 		$3.03M Buy
214,014
+37,294
+21% +$898K 0.04% 379
2019
Q4 		$5.03M Buy
+176,720
New +$4.62M 0.04% 397
2015
Q4 		– Sell
-240,538
Closed -$5.83M – 998
2015
Q3 		$5.83M Hold
240,538
– – 0.04% 389
2015
Q2 		$6.82M Buy
240,538
+4,700
+2% +$141K 0.04% 383
2015
Q1 		$6.47M Buy
+235,838
New +$7.19M 0.04% 389
2014
Q4 		– Sell
-88,375
Closed -$2.68M – 1032
2014
Q3 		$2.68M Sell
88,375
-68,607
-44% -$1.84M 0.02% 513
2014
Q2 		$4.5M Sell
156,982
-88,542
-36% -$2.5M 0.04% 413
2014
Q1 		$6.53M Sell
245,524
-42,239
-15% -$1.14M 0.06% 304
2013
Q4 		$9.6M Sell
287,763
-235,908
-45% -$8.17M 0.09% 203
2013
Q3 		$20M Sell
523,671
-119,513
-19% -$4.61M 0.2% 93
2013
Q2 		$24.2M Buy
+643,184
New +$23.3M 0.25% 81

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brandywine Global Investment Management's UPBD Position: Q4 2025 in Review

Brandywine Global Investment Management sold out of Upbound Group (UPBD) in Q4 2025, closing a stake of 149,476 shares — an estimated $3.53M sold.

Brandywine Global Investment Management first reported a position in UPBD in Q2 2013 and held it in 25 quarters. The position peaked at $24.2M in Q2 2013. 237 funds tracked by Wall St. Rank hold UPBD as of Q4 2025.

  • Brandywine Global Investment Management reported no remaining Upbound Group position as of Q4 2025 after selling out during the quarter.
  • Brandywine Global Investment Management sold 149,476 Upbound Group shares in Q4 2025, an estimated $3.53M.
  • Brandywine Global Investment Management first reported a position in Upbound Group in Q2 2013 and held it in 25 quarters.
  • Brandywine Global Investment Management's Upbound Group position peaked at $24.2M in Q2 2013.
  • 237 funds tracked by Wall St. Rank held Upbound Group as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.