JFG
UPBD icon

Jefferies Financial Group’s Upbound Group UPBD Stock Holding History

Jefferies Financial Group’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 		– Sell
-12,211
Closed -$220K – 2061
2026
Q1 		$220K Buy
+12,211
New +$238K ﹤0.01% 1492
2024
Q4 		– Sell
-27,500
Closed -$880K – 1869
2024
Q3 		$880K Buy
27,500
+12,500
+83% +$402K 0.01% 819
2024
Q2 		$461K Buy
+15,000
New +$479K ﹤0.01% 991
2018
Q1 		– Sell
-81,834
Closed -$908K – 123
2017
Q4 		$908K Buy
81,834
+63,666
+350% +$697K 0.07% 46
2017
Q3 		$209K Buy
+18,168
New +$225K 0.02% 87

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

Jefferies Financial Group's UPBD Position: Q2 2026 in Review

Jefferies Financial Group sold out of Upbound Group (UPBD) in Q2 2026, closing a stake of 12,211 shares — an estimated $220K sold.

Jefferies Financial Group first reported a position in UPBD in Q3 2017 and held it in 5 quarters. The position peaked at $908K in Q4 2017. 259 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Jefferies Financial Group reported no remaining Upbound Group position as of Q2 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 12,211 Upbound Group shares in Q2 2026, an estimated $220K.
  • Jefferies Financial Group first reported a position in Upbound Group in Q3 2017 and held it in 5 quarters.
  • Jefferies Financial Group's Upbound Group position peaked at $908K in Q4 2017.
  • 259 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.