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Maryland State Retirement & Pension System’s Upbound Group UPBD Stock Holding History

Maryland State Retirement & Pension 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
2025
Q3 		– Sell
-14,929
Closed -$375K – 1492
2025
Q2 		$375K Hold
14,929
– – 0.01% 1120
2025
Q1 		$358K Sell
14,929
-1,506
-9% -$41.4K 0.01% 1125
2024
Q4 		$479K Hold
16,435
– – 0.01% 1085
2024
Q3 		$526K Buy
16,435
+817
+5% +$26.3K 0.01% 1044
2024
Q2 		$479K Sell
15,618
-563
-3% -$18K 0.01% 1173
2024
Q1 		$501K Hold
16,181
– – 0.01% 1118
2023
Q4 		$550K Sell
16,181
-726
-4% -$21.6K 0.01% 1076
2023
Q3 		$498K Sell
16,907
-2,705
-14% -$84.4K 0.01% 1056
2023
Q2 		$611K Sell
19,612
-565
-3% -$16.5K 0.01% 947
2023
Q1 		$495K Sell
20,177
-448
-2% -$11.5K 0.01% 1046
2022
Q4 		$465K Buy
+20,625
New +$442K 0.01% 1042
2022
Q3 		– Sell
-21,809
Closed -$424K – 1311
2022
Q2 		$424K Sell
21,809
-2,655
-11% -$66.1K 0.01% 1071
2022
Q1 		$616K Buy
24,464
+353
+1% +$12.8K 0.02% 912
2021
Q4 		$1.16M Buy
24,111
+374
+2% +$18.7K 0.03% 565
2021
Q3 		$1.39M Buy
+23,737
New +$1.4M 0.04% 457

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Maryland State Retirement & Pension System's UPBD Position: Q3 2025 in Review

Maryland State Retirement & Pension System sold out of Upbound Group (UPBD) in Q3 2025, closing a stake of 14,929 shares — an estimated $375K sold.

Maryland State Retirement & Pension System first reported a position in UPBD in Q3 2021 and held it in 15 quarters. The position peaked at $1.39M in Q3 2021. 261 funds tracked by Wall St. Rank hold UPBD as of Q3 2025.

  • Maryland State Retirement & Pension System reported no remaining Upbound Group position as of Q3 2025 after selling out during the quarter.
  • Maryland State Retirement & Pension System sold 14,929 Upbound Group shares in Q3 2025, an estimated $375K.
  • Maryland State Retirement & Pension System first reported a position in Upbound Group in Q3 2021 and held it in 15 quarters.
  • Maryland State Retirement & Pension System's Upbound Group position peaked at $1.39M in Q3 2021.
  • 261 funds tracked by Wall St. Rank held Upbound Group as of Q3 2025.

Based on Maryland State Retirement & Pension System's 13F filing for Q3 2025, filed 29 Oct 2025.