Federated Hermes’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.46K | Sell |
247
-732
| -75% | -$14.3K | ﹤0.01% | 1903 |
|
|
2025
Q4 | $17.2K | Sell |
979
-69,498
| -99% | -$1.34M | ﹤0.01% | 1781 |
|
|
2025
Q3 | $1.67M | Sell |
70,477
-20,757
| -23% | -$513K | ﹤0.01% | 989 |
|
|
2025
Q2 | $2.29M | Sell |
91,234
-210,857
| -70% | -$4.93M | ﹤0.01% | 902 |
|
|
2025
Q1 | $7.24M | Sell |
302,091
-4,677
| -2% | -$128K | 0.02% | 626 |
|
|
2024
Q4 | $8.95M | Buy |
306,768
+6,041
| +2% | +$188K | 0.02% | 576 |
|
|
2024
Q3 | $9.62M | Buy |
300,727
+17,535
| +6% | +$564K | 0.02% | 580 |
|
|
2024
Q2 | $8.69M | Sell |
283,192
-699
| -0.2% | -$22.3K | 0.02% | 590 |
|
|
2024
Q1 | $10M | Sell |
283,891
-4,534
| -2% | -$151K | 0.02% | 569 |
|
|
2023
Q4 | $9.8M | Sell |
288,425
-7,966
| -3% | -$237K | 0.02% | 563 |
|
|
2023
Q3 | $8.73M | Sell |
296,391
-1,914
| -0.6% | -$59.7K | 0.02% | 564 |
|
|
2023
Q2 | $9.29M | Sell |
298,305
-8,579
| -3% | -$251K | 0.02% | 557 |
|
|
2023
Q1 | $7.52M | Sell |
306,884
-67,155
| -18% | -$1.73M | 0.02% | 614 |
|
|
2022
Q4 | $8.43M | Buy |
374,039
+185,688
| +99% | +$3.98M | 0.02% | 582 |
|
|
2022
Q3 | $3.3M | Buy |
188,351
+133,489
| +243% | +$3.32M | 0.01% | 769 |
|
|
2022
Q2 | $1.07M | Buy |
+54,862
| New | +$1.37M | ﹤0.01% | 1120 |
|
|
2021
Q3 | – | Sell |
-40,679
| Closed | -$2.16M | – | 2320 |
|
|
2021
Q2 | $2.16M | Sell |
40,679
-235,186
| -85% | -$13.7M | ﹤0.01% | 1072 |
|
|
2021
Q1 | $15.9M | Sell |
275,865
-58,613
| -18% | -$3.07M | 0.03% | 552 |
|
|
2020
Q4 | $12.8M | Buy |
334,478
+8,773
| +3% | +$298K | 0.03% | 578 |
|
|
2020
Q3 | $9.73M | Buy |
325,705
+19,241
| +6% | +$569K | 0.02% | 578 |
|
|
2020
Q2 | $8.53M | Sell |
306,464
-180,218
| -37% | -$4M | 0.02% | 584 |
|
|
2020
Q1 | $6.88M | Buy |
486,682
+16,962
| +4% | +$408K | 0.02% | 562 |
|
|
2019
Q4 | $13.5M | Buy |
469,720
+12,574
| +3% | +$329K | 0.03% | 524 |
|
|
2019
Q3 | $11.8M | Buy |
457,146
+298,227
| +188% | +$7.83M | 0.03% | 522 |
|
|
2019
Q2 | $4.23M | Buy |
158,919
+154,098
| +3,196% | +$3.66M | 0.01% | 831 |
|
|
2019
Q1 | $100K | Buy |
4,821
+3,848
| +395% | +$70.9K | ﹤0.01% | 1604 |
|
|
2018
Q4 | $16K | Sell |
973
-104
| -10% | -$1.51K | ﹤0.01% | 1805 |
|
|
2018
Q3 | $15K | Buy |
1,077
+893
| +485% | +$13.1K | ﹤0.01% | 1884 |
|
|
2018
Q2 | $3K | Sell |
184
-10,109
| -98% | -$110K | ﹤0.01% | 2077 |
|
|
2018
Q1 | $89K | Sell |
10,293
-117,331
| -92% | -$1.13M | ﹤0.01% | 1605 |
|
|
2017
Q4 | $1.42M | Buy |
127,624
+7,736
| +6% | +$84.7K | ﹤0.01% | 1088 |
|
|
2017
Q3 | $1.38M | Sell |
119,888
-2,514
| -2% | -$31.1K | ﹤0.01% | 1090 |
|
|
2017
Q2 | $1.44M | Sell |
122,402
-25,430
| -17% | -$287K | ﹤0.01% | 1080 |
|
|
2017
Q1 | $1.31M | Sell |
147,832
-1,610
| -1% | -$14.6K | ﹤0.01% | 1088 |
|
|
2016
Q4 | $1.68M | Buy |
149,442
+36,379
| +32% | +$405K | 0.01% | 941 |
|
|
2016
Q3 | $1.43M | Sell |
113,063
-227
| -0.2% | -$2.84K | ﹤0.01% | 987 |
|
|
2016
Q2 | $1.39M | Sell |
113,290
-31,676
| -22% | -$426K | ﹤0.01% | 987 |
|
|
2016
Q1 | $2.3M | Buy |
144,966
+101,406
| +233% | +$1.35M | 0.01% | 790 |
|
|
2015
Q4 | $652K | Buy |
43,560
+6,220
| +17% | +$119K | ﹤0.01% | 1214 |
|
|
2015
Q3 | $906K | Sell |
37,340
-2,001
| -5% | -$53.7K | ﹤0.01% | 1119 |
|
|
2015
Q2 | $1.11M | Buy |
39,341
+14,787
| +60% | +$444K | ﹤0.01% | 1126 |
|
|
2015
Q1 | $674K | Sell |
24,554
-306,569
| -93% | -$9.34M | ﹤0.01% | 1291 |
|
|
2014
Q4 | $12M | Buy |
331,123
+93,223
| +39% | +$3M | 0.04% | 408 |
|
|
2014
Q3 | $7.22M | Sell |
237,900
-7,259
| -3% | -$195K | 0.02% | 541 |
|
|
2014
Q2 | $7.03M | Sell |
245,159
-5,382
| -2% | -$152K | 0.02% | 550 |
|
|
2014
Q1 | $6.66M | Sell |
250,541
-24,568
| -9% | -$666K | 0.02% | 570 |
|
|
2013
Q4 | $9.17M | Sell |
275,109
-116,083
| -30% | -$4.02M | 0.03% | 476 |
|
|
2013
Q3 | $14.9M | Buy |
391,192
+5,904
| +2% | +$228K | 0.06% | 284 |
|
|
2013
Q2 | $14.5M | Buy |
+385,288
| New | +$14M | 0.06% | 263 |
|
Other funds holding UPBD
VPM
IC
VCM
HCM
Federated Hermes's UPBD Position: Q1 2026 in Review
Federated Hermes reduced its Upbound Group (UPBD) stake by 75% in Q1 2026, selling an estimated $14.3K and leaving 247 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1903.
Federated Hermes first reported a position in UPBD in Q2 2013 and has held it in 49 quarters since. The position peaked at $15.9M in Q1 2021. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.
- Federated Hermes held 247 shares of Upbound Group worth $4.46K as of Q1 2026.
- Federated Hermes sold 732 Upbound Group shares in Q1 2026, an estimated $14.3K.
- Upbound Group made up ﹤0.01% of Federated Hermes's portfolio in Q1 2026, its #1903 holding.
- Federated Hermes first reported a position in Upbound Group in Q2 2013 and has held it in 49 quarters since.
- Federated Hermes's Upbound Group position peaked at $15.9M in Q1 2021.
- 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.
Based on Federated Hermes's 13F filing for Q1 2026, filed 11 May 2026.