LSERS
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Louisiana State Employees Retirement System’s Upbound Group UPBD Stock Holding History

Louisiana State Employees Retirement System’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 		$488K Sell
23,000
-100
-0.4% -$1.87K 0.01% 1408
2026
Q1 		$417K Sell
23,100
-800
-3% -$15.6K 0.01% 1397
2025
Q4 		$420K Sell
23,900
-100
-0.4% -$1.93K 0.01% 1402
2025
Q3 		$567K Hold
24,000
– – 0.01% 1291
2025
Q2 		$602K Sell
24,000
-100
-0.4% -$2.34K 0.01% 1227
2025
Q1 		$577K Buy
24,100
+600
+3% +$16.5K 0.01% 1258
2024
Q4 		$685K Hold
23,500
– – 0.01% 1218
2024
Q3 		$752K Buy
23,500
+1,000
+4% +$32.1K 0.01% 1199
2024
Q2 		$691K Buy
22,500
+500
+2% +$16K 0.01% 1203
2024
Q1 		$775K Sell
22,000
-300
-1% -$10K 0.02% 1155
2023
Q4 		$758K Sell
22,300
-1,100
-5% -$32.8K 0.02% 1161
2023
Q3 		$689K Sell
23,400
-3,000
-11% -$93.6K 0.02% 1131
2023
Q2 		$822K Buy
26,400
+3,000
+13% +$87.7K 0.02% 1035
2023
Q1 		$574K Sell
23,400
-400
-2% -$10.3K 0.01% 1181
2022
Q4 		$537K Sell
23,800
-1,700
-7% -$36.4K 0.01% 1198
2022
Q3 		$447K Sell
25,500
-500
-2% -$12.4K 0.01% 1237
2022
Q2 		$584K Sell
26,000
-3,400
-12% -$84.6K 0.02% 1158
2022
Q1 		$755K Buy
29,400
+100
+0.3% +$3.61K 0.02% 1097
2021
Q4 		$1.41M Buy
29,300
+200
+0.7% +$10K 0.03% 651
2021
Q3 		$1.64M Buy
29,100
+2,200
+8% +$130K 0.04% 496
2021
Q2 		$1.43M Buy
26,900
+4,600
+21% +$267K 0.03% 587
2021
Q1 		$1.29M Sell
22,300
-100
-0.4% -$5.23K 0.03% 641
2020
Q4 		$858K Hold
22,400
– – 0.02% 853
2020
Q3 		$670K Buy
22,400
+9,280
+71% +$274K 0.03% 782
2020
Q2 		$365K Sell
13,120
-500
-4% -$11.1K 0.02% 958
2020
Q1 		$193K Sell
13,620
-3,270
-19% -$78.7K 0.01% 1127
2019
Q4 		$487K Sell
16,890
-1,110
-6% -$29K 0.02% 998
2019
Q3 		$464K Buy
18,000
+1,300
+8% +$34.1K 0.02% 998
2019
Q2 		$465K Hold
16,700
– – 0.02% 1036
2019
Q1 		$349K Sell
16,700
-5
-0% -$92 0.02% 1208
2018
Q4 		$270K Sell
16,705
-2,895
-15% -$42K 0.02% 1251
2018
Q3 		$282K Sell
19,600
-4,300
-18% -$63.2K 0.01% 1379
2018
Q2 		$352K Buy
23,900
+200
+0.8% +$2.17K 0.02% 1314
2018
Q1 		$205K Buy
23,700
+800
+3% +$7.68K 0.01% 1421
2017
Q4 		$254K Buy
22,900
+1,300
+6% +$14.2K 0.01% 1370
2017
Q3 		$248K Sell
21,600
-100
-0.5% -$1.24K 0.01% 1356
2017
Q2 		$254K Hold
21,700
– – 0.01% 1342
2017
Q1 		$192K Buy
21,700
+300
+1% +$2.73K 0.01% 1404
2016
Q4 		$241K Sell
21,400
-2,100
-9% -$23.4K 0.01% 1357
2016
Q3 		$297K Hold
23,500
– – 0.02% 1277
2016
Q2 		$289K Hold
23,500
– – 0.02% 1276
2016
Q1 		$372K Buy
23,500
+8,800
+60% +$117K 0.02% 1171
2015
Q4 		$220K Buy
14,700
+400
+3% +$7.64K 0.01% 1346
2015
Q3 		$347K Buy
14,300
+300
+2% +$8.06K 0.02% 1190
2015
Q2 		$397K Buy
14,000
+500
+4% +$15K 0.02% 1197
2015
Q1 		$370K Sell
13,500
-900
-6% -$27.4K 0.02% 1206
2014
Q4 		$523K Buy
14,400
+100
+0.7% +$3.22K 0.02% 1062
2014
Q3 		$434K Buy
14,300
+100
+0.7% +$2.69K 0.02% 1122
2014
Q2 		$407K Hold
14,200
– – 0.02% 1196
2014
Q1 		$378K Sell
14,200
-400
-3% -$10.8K 0.02% 1210
2013
Q4 		$487K Buy
+14,600
New +$505K 0.02% 1071

Other funds holding UPBD

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Louisiana State Employees Retirement System's UPBD Position: Q2 2026 in Review

Louisiana State Employees Retirement System reduced its Upbound Group (UPBD) stake by 0.43% in Q2 2026, selling an estimated $1.87K and leaving 23,000 shares worth $488K. The position accounts for 0.01% of the portfolio, ranked #1408.

Louisiana State Employees Retirement System first reported a position in UPBD in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.64M in Q3 2021. 53 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Louisiana State Employees Retirement System held 23,000 shares of Upbound Group worth $488K as of Q2 2026.
  • Louisiana State Employees Retirement System sold 100 Upbound Group shares in Q2 2026, an estimated $1.87K.
  • Upbound Group made up 0.01% of Louisiana State Employees Retirement System's portfolio in Q2 2026, its #1408 holding.
  • Louisiana State Employees Retirement System first reported a position in Upbound Group in Q4 2013 and has held it in 51 quarters since.
  • Louisiana State Employees Retirement System's Upbound Group position peaked at $1.64M in Q3 2021.
  • 53 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Louisiana State Employees Retirement System's 13F filing for Q2 2026, filed 20 Jul 2026.