FCBT
UPBD icon

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
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

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

First Citizens Bank & Trust's UPBD Position: Q2 2026 in Review

First Citizens Bank & Trust reduced its Upbound Group (UPBD) stake by 4.9% in Q2 2026, selling an estimated $18.5K and leaving 19,365 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #504.

First Citizens Bank & Trust first reported a position in UPBD in Q3 2016 and has held it in 7 quarters since. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • First Citizens Bank & Trust held 19,365 shares of Upbound Group worth $411K as of Q2 2026.
  • First Citizens Bank & Trust sold 989 Upbound Group shares in Q2 2026, an estimated $18.5K.
  • Upbound Group made up 0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #504 holding.
  • First Citizens Bank & Trust first reported a position in Upbound Group in Q3 2016 and has held it in 7 quarters since.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.