Citigroup
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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
-8,000
Closed -$306K – 7429
2020
Q4 		$306K Hold
8,000
– – ﹤0.01% 4641
2020
Q3 		$239K Sell
8,000
-5,200
-39% -$154K ﹤0.01% 4492
2020
Q2 		$367K Buy
13,200
+1,100
+9% +$24.4K ﹤0.01% 4537
2020
Q1 		$171K Sell
12,100
-31,000
-72% -$746K ﹤0.01% 4861
2019
Q4 		$1.24M Sell
43,100
-3,200
-7% -$83.6K ﹤0.01% 3536
2019
Q3 		$1.19M Sell
46,300
-8,300
-15% -$218K ﹤0.01% 3438
2019
Q2 		$1.45M Sell
54,600
-74,400
-58% -$1.77M ﹤0.01% 3199
2019
Q1 		$2.69M Buy
129,000
+105,700
+454% +$1.95M ﹤0.01% 2360
2018
Q4 		$377K Sell
23,300
-1,200
-5% -$17.4K ﹤0.01% 4427
2018
Q3 		$352K Sell
24,500
-13,000
-35% -$191K ﹤0.01% 4678
2018
Q2 		$552K Sell
37,500
-1,238,200
-97% -$13.4M ﹤0.01% 3986
2018
Q1 		$11M Buy
1,275,700
+689,400
+118% +$6.62M 0.01% 1169
2017
Q4 		$6.51M Buy
586,300
+586,000
+195,333% +$6.42M 0.01% 1601
2017
Q3 		$3K Sell
300
-18,400
-98% -$227K ﹤0.01% 6970
2017
Q2 		$220K Buy
18,700
+9,600
+105% +$109K ﹤0.01% 4709
2017
Q1 		$81K Buy
+9,100
New +$82.7K ﹤0.01% 5362
2016
Q4 		– Sell
-246,200
Closed -$3.11M – 7337
2016
Q3 		$3.11M Buy
246,200
+246,000
+123,000% +$3.08M ﹤0.01% 2099
2016
Q2 		$2K Sell
200
-700
-78% -$9.42K ﹤0.01% 6933
2016
Q1 		$14K Sell
900
-500
-36% -$6.67K ﹤0.01% 6700
2015
Q4 		$21K Buy
1,400
+1,300
+1,300% +$24.8K ﹤0.01% 6465
2015
Q3 		$2K Sell
100
-184,900
-100% -$4.97M ﹤0.01% 7050
2015
Q2 		$5.24M Buy
+185,000
New +$5.55M ﹤0.01% 1703

Other funds holding UPBD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Citigroup's UPBD Position: Q3 2026 in Review

Citigroup increased its Upbound Group (UPBD) stake by 356% in Q3 2026, buying an estimated $2.24M and bringing the position to 148,680 shares worth $2.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2699.

Citigroup first reported a position in UPBD in Q2 2013 and has held it in 54 quarters since. The position peaked at $22.7M in Q4 2018. 96 funds tracked by Wall St. Rank hold UPBD as of Q3 2026.

  • Citigroup held 148,680 shares of Upbound Group worth $2.33M as of Q3 2026.
  • Citigroup bought 116,090 Upbound Group shares in Q3 2026, an estimated $2.24M.
  • Upbound Group made up ﹤0.01% of Citigroup's portfolio in Q3 2026, its #2699 holding.
  • Citigroup first reported a position in Upbound Group in Q2 2013 and has held it in 54 quarters since.
  • Citigroup's Upbound Group position peaked at $22.7M in Q4 2018.
  • 96 funds tracked by Wall St. Rank held Upbound Group as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.