DT
UPBD icon

Diversified Trust’s Upbound Group UPBD Stock Holding History

Diversified Trust’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 		$605K Buy
28,489
+7,881
+38% +$147K 0.01% 697
2026
Q1 		$372K Buy
20,608
+2,462
+14% +$48K 0.01% 777
2025
Q4 		$319K Hold
18,146
– – 0.01% 812
2025
Q3 		$429K Buy
18,146
+2,223
+14% +$54.9K 0.01% 691
2025
Q2 		$400K Buy
15,923
+1,543
+11% +$36K 0.01% 667
2025
Q1 		$345K Buy
+14,380
New +$395K 0.01% 694
2021
Q2 		– Sell
-4,466
Closed -$258K – 896
2021
Q1 		$258K Buy
+4,466
New +$234K 0.01% 604

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

Diversified Trust's UPBD Position: Q2 2026 in Review

Diversified Trust increased its Upbound Group (UPBD) stake by 38% in Q2 2026, buying an estimated $147K and bringing the position to 28,489 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #697.

Diversified Trust first reported a position in UPBD in Q1 2021 and has held it in 7 quarters since. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Diversified Trust held 28,489 shares of Upbound Group worth $605K as of Q2 2026.
  • Diversified Trust bought 7,881 Upbound Group shares in Q2 2026, an estimated $147K.
  • Upbound Group made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #697 holding.
  • Diversified Trust first reported a position in Upbound Group in Q1 2021 and has held it in 7 quarters since.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.