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 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 $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return