Clark Estates Inc’s Upbound Group UPBD Stock Holding History

Clark Estates Inc’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	$2.4M	Hold	113,000	–	–	0.55%	49
2026 Q1	$2.04M	Hold	113,000	–	–	0.49%	59
2025 Q4	$1.98M	Buy	113,000 +27,500	+32%	+$532K	0.48%	67
2025 Q3	$2.02M	Buy	85,500 +8,500	+11%	+$210K	0.46%	61
2025 Q2	$1.93M	Hold	77,000	–	–	0.43%	43
2025 Q1	$1.84M	Buy	+77,000	New	+$2.11M	0.39%	56
2022 Q4	–	Sell	-103,000	Closed	-$1.8M	–	93
2022 Q3	$1.8M	Hold	103,000	–	–	0.4%	79
2022 Q2	$2M	Hold	103,000	–	–	0.35%	85
2022 Q1	$2.6M	Hold	103,000	–	–	0.41%	79
2021 Q4	$4.95M	Hold	103,000	–	–	0.72%	38
2021 Q3	$5.79M	Hold	103,000	–	–	0.83%	30
2021 Q2	$5.47M	Hold	103,000	–	–	0.71%	35
2021 Q1	$5.94M	Hold	103,000	–	–	0.76%	34
2020 Q4	$3.94M	Buy	+103,000	New	+$3.5M	0.56%	51

Other funds holding UPBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clark Estates Inc's UPBD Position: Q2 2026 in Review

Clark Estates Inc held its Upbound Group (UPBD) position steady in Q2 2026 at 113,000 shares worth $2.4M. The position accounts for 0.55% of the portfolio, ranked #49.

Clark Estates Inc first reported a position in UPBD in Q4 2020 and has held it in 14 quarters since. The position peaked at $5.94M in Q1 2021. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

Clark Estates Inc held 113,000 shares of Upbound Group worth $2.4M as of Q2 2026.
Clark Estates Inc left its Upbound Group share count unchanged in Q2 2026.
Upbound Group made up 0.55% of Clark Estates Inc's portfolio in Q2 2026, its #49 holding.
Clark Estates Inc first reported a position in Upbound Group in Q4 2020 and has held it in 14 quarters since.
Clark Estates Inc's Upbound Group position peaked at $5.94M in Q1 2021.
258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Clark Estates Inc's 13F filing for Q2 2026, filed 5 Aug 2026.