First Citizens Bank & Trust’s Upbound Group UPBD Stock Holding History

First Citizens Bank & 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 Q3	–	Sell	-19,365	Closed	-$411K	–	776
2026 Q2	$411K	Sell	19,365 -989	-5%	-$18.5K	0.01%	504
2026 Q1	$367K	Buy	20,354 +7,808	+62%	+$152K	0.01%	511
2025 Q4	$220K	Sell	12,546 -122	-1%	-$2.36K	﹤0.01%	611
2025 Q3	$299K	Buy	12,668 +2,814	+29%	+$69.5K	0.01%	541
2025 Q2	$247K	Buy	+9,854	New	+$230K	﹤0.01%	566
2017 Q1	–	Sell	-17,247	Closed	-$194K	–	540
2016 Q4	$194K	Sell	17,247 -7,761	-31%	-$86.4K	0.02%	441
2016 Q3	$316K	Buy	+25,008	New	+$313K	0.03%	387

Other funds holding UPBD

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

First Citizens Bank & Trust's UPBD Position: Q3 2026 in Review

First Citizens Bank & Trust sold out of Upbound Group (UPBD) in Q3 2026, closing a stake of 19,365 shares — an estimated $411K sold.

First Citizens Bank & Trust first reported a position in UPBD in Q3 2016 and held it in 7 quarters. The position peaked at $411K in Q2 2026. 14 funds tracked by Wall St. Rank hold UPBD as of Q3 2026.

First Citizens Bank & Trust reported no remaining Upbound Group position as of Q3 2026 after selling out during the quarter.
First Citizens Bank & Trust sold 19,365 Upbound Group shares in Q3 2026, an estimated $411K.
First Citizens Bank & Trust first reported a position in Upbound Group in Q3 2016 and held it in 7 quarters.
First Citizens Bank & Trust's Upbound Group position peaked at $411K in Q2 2026.
14 funds tracked by Wall St. Rank held Upbound Group as of Q3 2026.

Based on First Citizens Bank & Trust's 13F filing for Q3 2026, filed 14 Oct 2026.