Davis Capital Management’s Upbound Group UPBD Stock Holding History

Davis Capital Management’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	$64	Buy	+3	New	+$56	﹤0.01%	1162

Other funds holding UPBD

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Davis Capital Management's UPBD Position: Q2 2026 in Review

Davis Capital Management opened a new position in Upbound Group (UPBD) in Q2 2026: 3 shares worth $64. The stake represents ﹤0.01% of the portfolio and ranks #1162 among its holdings.

45 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

Davis Capital Management held 3 shares of Upbound Group worth $64 as of Q2 2026.
Upbound Group was a new Davis Capital Management position in Q2 2026.
Upbound Group made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2026, its #1162 holding.
45 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.