Franklin Resources
UPBD icon

Franklin Resources’s Upbound Group UPBD Stock Holding History

Franklin Resources’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 		$702K Buy
33,086
+3,742
+13% +$69.9K ﹤0.01% 2441
2026
Q1 		$530K Sell
29,344
-12,306
-30% -$240K ﹤0.01% 2442
2025
Q4 		$731K Sell
41,650
-15,263
-27% -$295K ﹤0.01% 2230
2025
Q3 		$1.34M Buy
56,913
+19,509
+52% +$482K ﹤0.01% 1950
2025
Q2 		$939K Buy
37,404
+1,938
+5% +$45.3K ﹤0.01% 2017
2025
Q1 		$850K Buy
35,466
+203
+0.6% +$5.58K ﹤0.01% 2038
2024
Q4 		$1.03M Buy
35,263
+2,472
+8% +$76.7K ﹤0.01% 1985
2024
Q3 		$963K Buy
32,791
+7,372
+29% +$237K ﹤0.01% 2003
2024
Q2 		$780K Buy
25,419
+2,657
+12% +$84.9K ﹤0.01% 2038
2024
Q1 		$801K Buy
22,762
+5,586
+33% +$187K ﹤0.01% 2038
2023
Q4 		$583K Sell
17,176
-648
-4% -$19.3K ﹤0.01% 1870
2023
Q3 		$525K Buy
17,824
+855
+5% +$26.7K ﹤0.01% 1892
2023
Q2 		$528K Buy
+16,969
New +$496K ﹤0.01% 1948
2020
Q1 		– Sell
-12,790
Closed -$368K – 1571
2019
Q4 		$368K Sell
12,790
-13,012
-50% -$340K ﹤0.01% 1400
2019
Q3 		$666K Sell
25,802
-2,045
-7% -$53.7K ﹤0.01% 1329
2019
Q2 		$742K Sell
27,847
-5,910
-18% -$140K ﹤0.01% 1313
2019
Q1 		$705K Sell
33,757
-16,077
-32% -$296K ﹤0.01% 1280
2018
Q4 		$806K Buy
49,834
+5,610
+13% +$81.5K ﹤0.01% 1249
2018
Q3 		$636K Buy
44,224
+29,867
+208% +$439K ﹤0.01% 1340
2018
Q2 		$211K Sell
14,357
-1,471
-9% -$15.9K ﹤0.01% 1439
2018
Q1 		$137K Buy
15,828
+311
+2% +$2.99K ﹤0.01% 1488
2017
Q4 		$172K Buy
+15,517
New +$170K ﹤0.01% 1490

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

Franklin Resources's UPBD Position: Q2 2026 in Review

Franklin Resources increased its Upbound Group (UPBD) stake by 13% in Q2 2026, buying an estimated $69.9K and bringing the position to 33,086 shares worth $702K. The position accounts for ﹤0.01% of the portfolio, ranked #2441.

Franklin Resources first reported a position in UPBD in Q4 2017 and has held it in 22 quarters since. The position peaked at $1.34M in Q3 2025. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Franklin Resources held 33,086 shares of Upbound Group worth $702K as of Q2 2026.
  • Franklin Resources bought 3,742 Upbound Group shares in Q2 2026, an estimated $69.9K.
  • Upbound Group made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #2441 holding.
  • Franklin Resources first reported a position in Upbound Group in Q4 2017 and has held it in 22 quarters since.
  • Franklin Resources's Upbound Group position peaked at $1.34M in Q3 2025.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.