First National Bank of Omaha’s Upbound Group UPBD Stock Holding History

First National Bank of Omaha’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
2025 Q2	–	Sell	-8,626	Closed	-$207K	–	318
2025 Q1	$207K	Sell	8,626 -63,002	-88%	-$1.73M	0.01%	305
2024 Q4	$2.09M	Sell	71,628 -4,559	-6%	-$142K	0.14%	182
2024 Q3	$2.44M	Sell	76,187 -6,658	-8%	-$214K	0.16%	172
2024 Q2	$2.54M	Buy	82,845 +74,219	+860%	+$2.37M	0.17%	159
2024 Q1	$207K	Sell	8,626 -93,540	-92%	-$3.12M	0.01%	305
2023 Q4	$3.47M	Sell	102,166 -15,238	-13%	-$454K	0.22%	132
2023 Q3	$3.46M	Buy	117,404 +26,268	+29%	+$819K	0.22%	131
2023 Q2	$2.84M	Buy	91,136 +684	+0.8%	+$20K	0.16%	156
2023 Q1	$2.22M	Buy	90,452 +3,268	+4%	+$84.1K	0.13%	169
2022 Q4	$1.97M	Sell	87,184 -11,499	-12%	-$246K	0.12%	177
2022 Q3	$1.73M	Buy	98,683 +21	+0%	+$523	0.11%	183
2022 Q2	$1.92M	Sell	98,662 -9,871	-9%	-$246K	0.12%	173
2022 Q1	$2.73M	Sell	108,533 -4,830	-4%	-$175K	0.14%	162
2021 Q4	$5.45M	Buy	113,363 +29,355	+35%	+$1.47M	0.26%	123
2021 Q3	$4.72M	Buy	+84,008	New	+$4.95M	0.24%	133

Other funds holding UPBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

First National Bank of Omaha's UPBD Position: Q2 2025 in Review

First National Bank of Omaha sold out of Upbound Group (UPBD) in Q2 2025, closing a stake of 8,626 shares — an estimated $207K sold.

First National Bank of Omaha first reported a position in UPBD in Q3 2021 and held it in 15 quarters. The position peaked at $5.45M in Q4 2021. 255 funds tracked by Wall St. Rank hold UPBD as of Q2 2025.

First National Bank of Omaha reported no remaining Upbound Group position as of Q2 2025 after selling out during the quarter.
First National Bank of Omaha sold 8,626 Upbound Group shares in Q2 2025, an estimated $207K.
First National Bank of Omaha first reported a position in Upbound Group in Q3 2021 and held it in 15 quarters.
First National Bank of Omaha's Upbound Group position peaked at $5.45M in Q4 2021.
255 funds tracked by Wall St. Rank held Upbound Group as of Q2 2025.

Based on First National Bank of Omaha's 13F filing for Q2 2025, filed 10 Feb 2026.