HSBC Holdings
UPBD icon

HSBC Holdings’s Upbound Group UPBD Stock Holding History

HSBC Holdings’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 		$298K Sell
16,763
-5,890
-26% -$115K ﹤0.01% 2457
2025
Q4 		$398K Buy
+22,653
New +$438K ﹤0.01% 2409
2025
Q3 		– Sell
-9,689
Closed -$244K – 3152
2025
Q2 		$244K Sell
9,689
-4,648
-32% -$109K ﹤0.01% 2577
2025
Q1 		$342K Sell
14,337
-31,717
-69% -$871K ﹤0.01% 2299
2024
Q4 		$1.33M Sell
46,054
-24,926
-35% -$774K ﹤0.01% 1660
2024
Q3 		$2.27M Sell
70,980
-1,295
-2% -$41.6K ﹤0.01% 1385
2024
Q2 		$2.21M Buy
72,275
+23,932
+50% +$764K ﹤0.01% 1367
2024
Q1 		$1.7M Buy
48,343
+35,147
+266% +$1.17M ﹤0.01% 1560
2023
Q4 		$450K Buy
13,196
+2,205
+20% +$65.7K ﹤0.01% 2091
2023
Q3 		$324K Buy
10,991
+3,671
+50% +$114K ﹤0.01% 2182
2023
Q2 		$228K Buy
+7,320
New +$214K ﹤0.01% 2271
2023
Q1 		– Sell
-13,560
Closed -$301K – 3061
2022
Q4 		$301K Buy
13,560
+1,802
+15% +$38.6K ﹤0.01% 2551
2022
Q3 		$207K Sell
11,758
-4,825
-29% -$120K ﹤0.01% 2615
2022
Q2 		$322K Sell
16,583
-2,449
-13% -$61K ﹤0.01% 2594
2022
Q1 		$480K Buy
19,032
+6,873
+57% +$248K ﹤0.01% 2447
2021
Q4 		$585K Buy
12,159
+3,456
+40% +$173K ﹤0.01% 2364
2021
Q3 		$492K Buy
8,703
+31
+0.4% +$1.82K ﹤0.01% 2256
2021
Q2 		$457K Sell
8,672
-6,443
-43% -$374K ﹤0.01% 2247
2021
Q1 		$875K Sell
15,115
-2,791
-16% -$146K ﹤0.01% 1669
2020
Q4 		$689K Buy
17,906
+4,960
+38% +$168K ﹤0.01% 1967
2020
Q3 		$392K Sell
12,946
-15,547
-55% -$460K ﹤0.01% 2094
2020
Q2 		$792K Buy
28,493
+6,223
+28% +$138K ﹤0.01% 1557
2020
Q1 		$319K Sell
22,270
-1,970
-8% -$47.4K ﹤0.01% 2025
2019
Q4 		$702K Sell
24,240
-1,921
-7% -$50.2K ﹤0.01% 2035
2019
Q3 		$675K Buy
26,161
+2,013
+8% +$52.9K ﹤0.01% 2157
2019
Q2 		$643K Buy
+24,148
New +$574K ﹤0.01% 1954
2018
Q2 		– Sell
-57,976
Closed -$500K – 2709
2018
Q1 		$500K Sell
57,976
-837
-1% -$8.04K ﹤0.01% 1929
2017
Q4 		$653K Buy
58,813
+5,267
+10% +$57.7K ﹤0.01% 1428
2017
Q3 		$615K Hold
53,546
– – ﹤0.01% 1654
2017
Q2 		$627K Sell
53,546
-170
-0.3% -$1.92K ﹤0.01% 1615
2017
Q1 		$477K Sell
53,716
-8,499
-14% -$77.3K ﹤0.01% 1623
2016
Q4 		$700K Buy
62,215
+14,350
+30% +$160K ﹤0.01% 1595
2016
Q3 		$605K Sell
47,865
-1,191
-2% -$14.9K ﹤0.01% 1500
2016
Q2 		$602K Buy
49,056
+6,220
+15% +$83.7K ﹤0.01% 1505
2016
Q1 		$679K Sell
42,836
-746
-2% -$9.95K ﹤0.01% 1445
2015
Q4 		$652K Buy
43,582
+20,181
+86% +$385K ﹤0.01% 1594
2015
Q3 		$567K Buy
23,401
+1,852
+9% +$49.7K ﹤0.01% 1358
2015
Q2 		$612K Sell
21,549
-1,891
-8% -$56.7K ﹤0.01% 1358
2015
Q1 		$643K Buy
+23,440
New +$714K ﹤0.01% 1478
2014
Q3 		– Sell
-9,658
Closed -$277K – 1802
2014
Q2 		$277K Buy
9,658
+1,550
+19% +$43.8K ﹤0.01% 1620
2014
Q1 		$216K Buy
+8,108
New +$220K ﹤0.01% 1621

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HSBC Holdings's UPBD Position: Q1 2026 in Review

HSBC Holdings reduced its Upbound Group (UPBD) stake by 26% in Q1 2026, selling an estimated $115K and leaving 16,763 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #2457.

HSBC Holdings first reported a position in UPBD in Q1 2014 and has held it in 41 quarters since. The position peaked at $2.27M in Q3 2024. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • HSBC Holdings held 16,763 shares of Upbound Group worth $298K as of Q1 2026.
  • HSBC Holdings sold 5,890 Upbound Group shares in Q1 2026, an estimated $115K.
  • Upbound Group made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #2457 holding.
  • HSBC Holdings first reported a position in Upbound Group in Q1 2014 and has held it in 41 quarters since.
  • HSBC Holdings's Upbound Group position peaked at $2.27M in Q3 2024.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.