MCM
UPBD icon

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
Q2 		– Sell
-522
Closed -$9.41K – 4580
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 $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

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

MAI Capital Management sold out of Upbound Group (UPBD) in Q2 2026, closing a stake of 522 shares — an estimated $9.41K sold.

MAI Capital Management first reported a position in UPBD in Q4 2024 and held it in 6 quarters. The position peaked at $14K in Q4 2024. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • MAI Capital Management reported no remaining Upbound Group position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 522 Upbound Group shares in Q2 2026, an estimated $9.41K.
  • MAI Capital Management first reported a position in Upbound Group in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's Upbound Group position peaked at $14K in Q4 2024.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.