Citigroup
UPBD icon

Citigroup’s Upbound Group UPBD Stock Holding History

Citigroup’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
2021
Q1 		– Sell
-100
Closed -$4K – 7428
2020
Q4 		$4K Sell
100
-5,400
-98% -$183K ﹤0.01% 7163
2020
Q3 		$164K Buy
5,500
+2,100
+62% +$62.1K ﹤0.01% 4757
2020
Q2 		$94K Buy
3,400
+800
+31% +$17.8K ﹤0.01% 5625
2020
Q1 		$36K Sell
2,600
-2,100
-45% -$50.5K ﹤0.01% 6276
2019
Q4 		$135K Sell
4,700
-25,300
-84% -$661K ﹤0.01% 5496
2019
Q3 		$774K Buy
30,000
+3,700
+14% +$97.2K ﹤0.01% 3919
2019
Q2 		$700K Sell
26,300
-70,100
-73% -$1.67M ﹤0.01% 4068
2019
Q1 		$2.01M Buy
96,400
+79,300
+464% +$1.46M ﹤0.01% 2638
2018
Q4 		$277K Buy
17,100
+6,000
+54% +$87.1K ﹤0.01% 4699
2018
Q3 		$160K Sell
11,100
-25,000
-69% -$367K ﹤0.01% 5462
2018
Q2 		$531K Buy
36,100
+16,800
+87% +$182K ﹤0.01% 4031
2018
Q1 		$166K Buy
19,300
+10,200
+112% +$97.9K ﹤0.01% 5158
2017
Q4 		$101K Buy
9,100
+2,700
+42% +$29.6K ﹤0.01% 5633
2017
Q3 		$73K Buy
6,400
+6,100
+2,033% +$75.4K ﹤0.01% 5795
2017
Q2 		$4K Sell
300
-14,400
-98% -$163K ﹤0.01% 6827
2017
Q1 		$131K Buy
14,700
+13,700
+1,370% +$125K ﹤0.01% 4998
2016
Q4 		$11K Buy
+1,000
New +$11.1K ﹤0.01% 6728
2016
Q3 		– Sell
-600
Closed -$7K – 7211
2016
Q2 		$7K Hold
600
– – ﹤0.01% 6689
2016
Q1 		$10K Buy
600
+200
+50% +$2.67K ﹤0.01% 6806
2015
Q4 		$6K Sell
400
-400
-50% -$7.64K ﹤0.01% 6987
2015
Q3 		$19K Buy
+800
New +$21.5K ﹤0.01% 6074

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

Citigroup's UPBD Position: Q1 2026 in Review

Citigroup increased its Upbound Group (UPBD) stake by 34% in Q1 2026, buying an estimated $207K and bringing the position to 41,666 shares worth $752K. The position accounts for ﹤0.01% of the portfolio, ranked #3300.

Citigroup first reported a position in UPBD in Q2 2013 and has held it in 52 quarters since. The position peaked at $22.7M in Q4 2018. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Citigroup held 41,666 shares of Upbound Group worth $752K as of Q1 2026.
  • Citigroup bought 10,621 Upbound Group shares in Q1 2026, an estimated $207K.
  • Upbound Group made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #3300 holding.
  • Citigroup first reported a position in Upbound Group in Q2 2013 and has held it in 52 quarters since.
  • Citigroup's Upbound Group position peaked at $22.7M in Q4 2018.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.