MCM
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MAI Capital Management’s Upbound Group UPBD Stock Holding History

MAI 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
Q1 		$9.41K Buy
522
+11
+2% +$214 ﹤0.01% 3210
2025
Q4 		$8.97K Buy
511
+9
+2% +$174 ﹤0.01% 2900
2025
Q3 		$11.9K Sell
502
-40
-7% -$988 ﹤0.01% 2669
2025
Q2 		$13.6K Buy
542
+57
+12% +$1.33K ﹤0.01% 2564
2025
Q1 		$11.6K Buy
485
+6
+1% +$165 ﹤0.01% 2424
2024
Q4 		$14K Buy
+479
New +$14.9K ﹤0.01% 2376

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MAI Capital Management's UPBD Position: Q1 2026 in Review

MAI Capital Management increased its Upbound Group (UPBD) stake by 2.2% in Q1 2026, buying an estimated $214 and bringing the position to 522 shares worth $9.41K. The position accounts for ﹤0.01% of the portfolio, ranked #3210.

MAI Capital Management first reported a position in UPBD in Q4 2024 and has held it in 6 quarters since. The position peaked at $14K in Q4 2024. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • MAI Capital Management held 522 shares of Upbound Group worth $9.41K as of Q1 2026.
  • MAI Capital Management bought 11 Upbound Group shares in Q1 2026, an estimated $214.
  • Upbound Group made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #3210 holding.
  • MAI Capital Management first reported a position in Upbound Group in Q4 2024 and has held it in 6 quarters since.
  • MAI Capital Management's Upbound Group position peaked at $14K in Q4 2024.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.