Huntington National Bank’s Upbound Group UPBD Stock Holding History

Huntington National Bank’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 Q4	–	Sell	-40	Closed	-$945	–	4231
2025 Q3	$945	Buy	40 +10	+33%	+$247	﹤0.01%	2305
2025 Q2	$753	Buy	30 +21	+233%	+$491	﹤0.01%	2382
2025 Q1	$216	Buy	+9	New	+$247	﹤0.01%	2618
2016 Q2	–	Sell	-1,300	Closed	-$36K	–	1675
2016 Q1	$36K	Sell	1,300 -2,801	-68%	-$37.4K	﹤0.01%	1194
2015 Q4	$61K	Sell	4,101 -202	-5%	-$3.86K	﹤0.01%	965
2015 Q3	$104K	Buy	4,303 +3,003	+231%	+$80.7K	﹤0.01%	845
2015 Q2	$37K	Hold	1,300	–	–	﹤0.01%	1192
2015 Q1	$36K	Hold	1,300	–	–	﹤0.01%	1197
2014 Q4	$47K	Sell	1,300 -25,850	-95%	-$833K	﹤0.01%	1139
2014 Q3	$824K	Hold	27,150	–	–	0.02%	570
2014 Q2	$779K	Hold	27,150	–	–	0.02%	622
2014 Q1	$722K	Buy	27,150 +25,550	+1,597%	+$692K	0.01%	662
2013 Q4	$53K	Hold	1,600	–	–	﹤0.01%	1077
2013 Q3	$61K	Hold	1,600	–	–	﹤0.01%	1021
2013 Q2	$60K	Buy	+1,600	New	+$58K	﹤0.01%	1005

Other funds holding UPBD

BlackRock New York $5.72T AUM 30.48% 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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

HCM

Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Huntington National Bank's UPBD Position: Q4 2025 in Review

Huntington National Bank sold out of Upbound Group (UPBD) in Q4 2025, closing a stake of 40 shares — an estimated $945 sold.

Huntington National Bank first reported a position in UPBD in Q2 2013 and held it in 15 quarters. The position peaked at $824K in Q3 2014. 237 funds tracked by Wall St. Rank hold UPBD as of Q4 2025.

Huntington National Bank reported no remaining Upbound Group position as of Q4 2025 after selling out during the quarter.
Huntington National Bank sold 40 Upbound Group shares in Q4 2025, an estimated $945.
Huntington National Bank first reported a position in Upbound Group in Q2 2013 and held it in 15 quarters.
Huntington National Bank's Upbound Group position peaked at $824K in Q3 2014.
237 funds tracked by Wall St. Rank held Upbound Group as of Q4 2025.

Based on Huntington National Bank's 13F filing for Q4 2025, filed 9 Feb 2026.