Kilter Group’s Upbound Group UPBD Stock Holding History

Kilter 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	-3	Closed	-$55	–	1719
2026 Q1	$55	Buy	+3	New	+$58	﹤0.01%	1532

Other funds holding UPBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kilter Group's UPBD Position: Q2 2026 in Review

Kilter Group sold out of Upbound Group (UPBD) in Q2 2026, closing a stake of 3 shares — an estimated $55 sold.

Kilter Group first reported a position in UPBD in Q1 2026 and held it in 1 quarter. The position peaked at $55 in Q1 2026. 259 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

Kilter Group reported no remaining Upbound Group position as of Q2 2026 after selling out during the quarter.
Kilter Group sold 3 Upbound Group shares in Q2 2026, an estimated $55.
Kilter Group first reported a position in Upbound Group in Q1 2026 and held it in 1 quarter.
Kilter Group's Upbound Group position peaked at $55 in Q1 2026.
259 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.