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Kendall Capital Management’s Upbound Group UPBD Stock Holding History

Kendall Capital Management’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 		$1.23M Sell
58,130
-12,575
-18% -$235K 0.21% 115
2026
Q1 		$1.28M Buy
70,705
+5,835
+9% +$114K 0.26% 98
2025
Q4 		$1.14M Sell
64,870
-49,615
-43% -$959K 0.24% 104
2025
Q3 		$2.71M Buy
114,485
+20,555
+22% +$508K 0.61% 45
2025
Q2 		$2.36M Buy
93,930
+1,935
+2% +$45.2K 0.62% 44
2025
Q1 		$2.2M Buy
91,995
+11,045
+14% +$303K 0.65% 46
2024
Q4 		$2.36M Buy
80,950
+24,870
+44% +$772K 0.69% 45
2024
Q3 		$1.79M Buy
56,080
+1,990
+4% +$64K 0.55% 55
2024
Q2 		$1.66M Sell
54,090
-214
-0.4% -$6.84K 0.55% 53
2024
Q1 		$1.91M Sell
54,304
-1,761
-3% -$58.8K 0.66% 45
2023
Q4 		$1.9M Buy
56,065
+60
+0.1% +$1.79K 0.74% 40
2023
Q3 		$1.65M Sell
56,005
-805
-1% -$25.1K 0.73% 44
2023
Q2 		$1.77M Buy
56,810
+1,710
+3% +$50K 0.77% 37
2023
Q1 		$1.35M Buy
55,100
+5,260
+11% +$135K 0.65% 46
2022
Q4 		$1.12M Sell
49,840
-590
-1% -$12.6K 0.57% 58
2022
Q3 		$883K Buy
50,430
+2,775
+6% +$69.1K 0.51% 61
2022
Q2 		$927K Buy
47,655
+11,190
+31% +$279K 0.51% 58
2022
Q1 		$919K Buy
36,465
+6,680
+22% +$241K 0.44% 71
2021
Q4 		$1.43M Buy
29,785
+3,395
+13% +$170K 0.68% 44
2021
Q3 		$1.48M Buy
26,390
+2,945
+13% +$173K 0.8% 40
2021
Q2 		$1.24M Buy
23,445
+2,560
+12% +$149K 0.7% 47
2021
Q1 		$1.2M Buy
20,885
+2,480
+13% +$130K 0.74% 44
2020
Q4 		$705K Buy
18,405
+11,235
+157% +$382K 0.51% 63
2020
Q3 		$214K Buy
+7,170
New +$212K 0.19% 114

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

Kendall Capital Management's UPBD Position: Q2 2026 in Review

Kendall Capital Management reduced its Upbound Group (UPBD) stake by 18% in Q2 2026, selling an estimated $235K and leaving 58,130 shares worth $1.23M. The position accounts for 0.21% of the portfolio, ranked #115.

Kendall Capital Management first reported a position in UPBD in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.71M in Q3 2025. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Kendall Capital Management held 58,130 shares of Upbound Group worth $1.23M as of Q2 2026.
  • Kendall Capital Management sold 12,575 Upbound Group shares in Q2 2026, an estimated $235K.
  • Upbound Group made up 0.21% of Kendall Capital Management's portfolio in Q2 2026, its #115 holding.
  • Kendall Capital Management first reported a position in Upbound Group in Q3 2020 and has held it in 24 quarters since.
  • Kendall Capital Management's Upbound Group position peaked at $2.71M in Q3 2025.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Kendall Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.