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Hancock Whitney’s Upbound Group UPBD Stock Holding History

Hancock Whitney’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
Q1 		– Sell
-16,745
Closed -$294K – 793
2025
Q4 		$294K Sell
16,745
-2,055
-11% -$39.7K 0.01% 673
2025
Q3 		$444K Buy
18,800
+148
+0.8% +$3.65K 0.01% 601
2025
Q2 		$468K Buy
18,652
+6,744
+57% +$158K 0.01% 569
2025
Q1 		$285K Buy
11,908
+1,328
+13% +$36.5K 0.01% 556
2024
Q4 		$309K Buy
+10,580
New +$328K 0.01% 531
2022
Q1 		– Sell
-8,267
Closed -$397K – 726
2021
Q4 		$397K Sell
8,267
-12
-0.1% -$600 0.01% 526
2021
Q3 		$465K Sell
8,279
-30,807
-79% -$1.81M 0.02% 491
2021
Q2 		$2.07M Sell
39,086
-858
-2% -$49.8K 0.07% 264
2021
Q1 		$2.3M Buy
39,944
+148
+0.4% +$7.74K 0.08% 241
2020
Q4 		$1.52M Buy
+39,796
New +$1.35M 0.05% 313
2016
Q2 		– Sell
-48,037
Closed -$761K – 615
2016
Q1 		$761K Buy
+48,037
New +$641K 0.03% 384
2015
Q1 		– Sell
-15,667
Closed -$569K – 539
2014
Q4 		$569K Sell
15,667
-583
-4% -$18.8K 0.02% 386
2014
Q3 		$493K Buy
16,250
+785
+5% +$21.1K 0.02% 387
2014
Q2 		$444K Buy
+15,465
New +$437K 0.02% 425
2013
Q3 		– Sell
-401,770
Closed -$15.1M – 543
2013
Q2 		$15.1M Buy
+401,770
New +$14.6M 0.75% 30

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Hancock Whitney's UPBD Position: Q1 2026 in Review

Hancock Whitney sold out of Upbound Group (UPBD) in Q1 2026, closing a stake of 16,745 shares — an estimated $294K sold.

Hancock Whitney first reported a position in UPBD in Q2 2013 and held it in 15 quarters. The position peaked at $15.1M in Q2 2013. 240 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Hancock Whitney reported no remaining Upbound Group position as of Q1 2026 after selling out during the quarter.
  • Hancock Whitney sold 16,745 Upbound Group shares in Q1 2026, an estimated $294K.
  • Hancock Whitney first reported a position in Upbound Group in Q2 2013 and held it in 15 quarters.
  • Hancock Whitney's Upbound Group position peaked at $15.1M in Q2 2013.
  • 240 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Hancock Whitney's 13F filing for Q1 2026, filed 15 May 2026.