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CSM Advisors’s Upbound Group UPBD Stock Holding History

CSM Advisors’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 		$6.49M Buy
306,014
+20,036
+7% +$375K 0.14% 178
2026
Q1 		$5.16M Buy
285,978
+33,993
+13% +$662K 0.13% 185
2025
Q4 		$4.42M Buy
251,985
+46,284
+23% +$895K 0.12% 187
2025
Q3 		$4.86M Buy
205,701
+45,512
+28% +$1.12M 0.14% 174
2025
Q2 		$4.02M Buy
+160,189
New +$3.74M 0.12% 207

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CSM Advisors's UPBD Position: Q2 2026 in Review

CSM Advisors increased its Upbound Group (UPBD) stake by 7% in Q2 2026, buying an estimated $375K and bringing the position to 306,014 shares worth $6.49M. The position accounts for 0.14% of the portfolio, ranked #178.

CSM Advisors first reported a position in UPBD in Q2 2025 and has held it in 5 quarters since. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • CSM Advisors held 306,014 shares of Upbound Group worth $6.49M as of Q2 2026.
  • CSM Advisors bought 20,036 Upbound Group shares in Q2 2026, an estimated $375K.
  • Upbound Group made up 0.14% of CSM Advisors's portfolio in Q2 2026, its #178 holding.
  • CSM Advisors first reported a position in Upbound Group in Q2 2025 and has held it in 5 quarters since.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.