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 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 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

Jefferies Financial Group's UPBD Position: Q1 2026 in Review

Jefferies Financial Group opened a new position in Upbound Group (UPBD) in Q1 2026: 12,211 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #1492 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in UPBD as recently as Q3 2024.

Jefferies Financial Group first reported a position in UPBD in Q3 2017 and has held it in 5 quarters since. The position peaked at $908K in Q4 2017. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

Jefferies Financial Group held 12,211 shares of Upbound Group worth $220K as of Q1 2026.
Upbound Group was a new Jefferies Financial Group position in Q1 2026.
Upbound Group made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1492 holding.
Jefferies Financial Group first reported a position in Upbound Group in Q3 2017 and has held it in 5 quarters since.
Jefferies Financial Group's Upbound Group position peaked at $908K in Q4 2017.
239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.