Illinois Municipal Retirement Fund’s Upbound Group UPBD Stock Holding History

Illinois Municipal Retirement Fund’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	$564K	Buy	31,249 +4,467	+17%	+$87K	0.01%	1014
2025 Q4	$470K	Sell	26,782 -416	-2%	-$8.04K	0.01%	1060
2025 Q3	$643K	Buy	27,198 +3,226	+13%	+$79.7K	0.01%	997
2025 Q2	$602K	Sell	23,972 -1,957	-8%	-$45.7K	0.01%	1052
2025 Q1	$621K	Sell	25,929 -569	-2%	-$15.6K	0.01%	1121
2024 Q4	$773K	Buy	26,498 +616	+2%	+$19.1K	0.01%	1064
2024 Q3	$828K	Buy	25,882 +1,534	+6%	+$49.3K	0.01%	1033
2024 Q2	$747K	Sell	24,348 -2,007	-8%	-$64.1K	0.01%	1050
2024 Q1	$928K	Buy	26,355 +835	+3%	+$27.9K	0.01%	962
2023 Q4	$867K	Sell	25,520 -3,799	-13%	-$113K	0.01%	979
2023 Q3	$863K	Buy	+29,319	New	+$914K	0.02%	907

Other funds holding UPBD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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 New York $871B AUM 31.28% 1-Year Est. Return

Illinois Municipal Retirement Fund's UPBD Position: Q1 2026 in Review

Illinois Municipal Retirement Fund increased its Upbound Group (UPBD) stake by 17% in Q1 2026, buying an estimated $87K and bringing the position to 31,249 shares worth $564K. The position accounts for 0.01% of the portfolio, ranked #1014.

Illinois Municipal Retirement Fund first reported a position in UPBD in Q3 2023 and has held it in 11 quarters since. The position peaked at $928K in Q1 2024. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

Illinois Municipal Retirement Fund held 31,249 shares of Upbound Group worth $564K as of Q1 2026.
Illinois Municipal Retirement Fund bought 4,467 Upbound Group shares in Q1 2026, an estimated $87K.
Upbound Group made up 0.01% of Illinois Municipal Retirement Fund's portfolio in Q1 2026, its #1014 holding.
Illinois Municipal Retirement Fund first reported a position in Upbound Group in Q3 2023 and has held it in 11 quarters since.
Illinois Municipal Retirement Fund's Upbound Group position peaked at $928K in Q1 2024.
239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Illinois Municipal Retirement Fund's 13F filing for Q1 2026, filed 5 May 2026.