Los Angeles Capital Management’s Upbound Group UPBD Stock Holding History

Los Angeles 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	$4.75K	Sell	224 -920	-80%	-$17.2K	﹤0.01%	2141
2026 Q1	$20.6K	Sell	1,144 -50,144	-98%	-$977K	﹤0.01%	1736
2025 Q4	$992K	Buy	51,288 +6,662	+15%	+$129K	﹤0.01%	622
2025 Q3	$1.05M	Buy	44,626 +6,240	+16%	+$154K	﹤0.01%	689
2025 Q2	$963K	Buy	+38,386	New	+$897K	﹤0.01%	650
2022 Q1	–	Sell	-10,063	Closed	-$483K	–	1502
2021 Q4	$483K	Sell	10,063 -75,903	-88%	-$3.8M	﹤0.01%	1027
2021 Q3	$4.83M	Buy	85,966 +855	+1%	+$50.3K	0.02%	350
2021 Q2	$4.52M	Buy	85,111 +18,624	+28%	+$1.08M	0.02%	404
2021 Q1	$3.83M	Sell	66,487 -33,013	-33%	-$1.73M	0.02%	463
2020 Q4	$3.81M	Buy	99,500 +1,422	+1%	+$48.3K	0.02%	460
2020 Q3	$2.93M	Sell	98,078 -3,011	-3%	-$89K	0.01%	465
2020 Q2	$2.81M	Sell	101,089 -21,810	-18%	-$485K	0.01%	524
2020 Q1	$1.74M	Sell	122,899 -4,358	-3%	-$105K	0.01%	570
2019 Q4	$3.67M	Buy	127,257 +34,498	+37%	+$902K	0.02%	491
2019 Q3	$2.39M	Buy	92,759 +30,119	+48%	+$791K	0.01%	577
2019 Q2	$1.67M	Buy	62,640 +34,830	+125%	+$828K	0.01%	694
2019 Q1	$580K	Buy	+27,810	New	+$512K	﹤0.01%	1041
2017 Q3	–	Sell	-168,120	Closed	-$1.97M	–	1352
2017 Q2	$1.97M	Hold	168,120	–	–	0.01%	612
2017 Q1	$1.49M	Buy	168,120 +6,166	+4%	+$56.1K	0.01%	634
2016 Q4	$1.82M	Buy	161,954 +33,410	+26%	+$372K	0.01%	564
2016 Q3	$1.63M	Buy	128,544 +79,350	+161%	+$993K	0.01%	618
2016 Q2	$604K	Buy	49,194 +27,890	+131%	+$375K	0.01%	850
2016 Q1	$338K	Buy	+21,304	New	+$284K	﹤0.01%	932
2014 Q3	–	Sell	-10,413	Closed	-$299K	–	1162
2014 Q2	$299K	Sell	10,413 -1,920	-16%	-$54.3K	﹤0.01%	1031
2014 Q1	$328K	Buy	12,333 +325	+3%	+$8.8K	﹤0.01%	1031
2013 Q4	$400K	Hold	12,008	–	–	﹤0.01%	988
2013 Q3	$458K	Sell	12,008 -100	-0.8%	-$3.85K	0.01%	943
2013 Q2	$455K	Buy	+12,108	New	+$439K	0.01%	949

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 $3.38T AUM 44.17% 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

Los Angeles Capital Management's UPBD Position: Q2 2026 in Review

Los Angeles Capital Management reduced its Upbound Group (UPBD) stake by 80% in Q2 2026, selling an estimated $17.2K and leaving 224 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #2141.

Los Angeles Capital Management first reported a position in UPBD in Q2 2013 and has held it in 28 quarters since. The position peaked at $4.83M in Q3 2021. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

Los Angeles Capital Management held 224 shares of Upbound Group worth $4.75K as of Q2 2026.
Los Angeles Capital Management sold 920 Upbound Group shares in Q2 2026, an estimated $17.2K.
Upbound Group made up ﹤0.01% of Los Angeles Capital Management's portfolio in Q2 2026, its #2141 holding.
Los Angeles Capital Management first reported a position in Upbound Group in Q2 2013 and has held it in 28 quarters since.
Los Angeles Capital Management's Upbound Group position peaked at $4.83M in Q3 2021.
258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

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