MassMutual Private Wealth & Trust’s Upbound Group UPBD Stock Holding History

MassMutual Private Wealth & Trust’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	$488	Sell	23 -17	-43%	-$318	﹤0.01%	2274
2026 Q1	$722	Buy	40 +36	+900%	+$701	﹤0.01%	2188
2025 Q4	$70	Sell	4 -95	-96%	-$1.84K	﹤0.01%	2350
2025 Q3	$2.34K	Sell	99 -139	-58%	-$3.43K	﹤0.01%	1938
2025 Q2	$5.97K	Buy	238 +121	+103%	+$2.83K	﹤0.01%	1566
2025 Q1	$2.8K	Buy	117 +105	+875%	+$2.88K	﹤0.01%	1818
2024 Q4	$350	Buy	+12	New	+$373	﹤0.01%	2200
2022 Q3	–	Sell	-57	Closed	-$1K	–	1821
2022 Q2	$1K	Buy	57 +38	+200%	+$946	﹤0.01%	1432
2022 Q1	$0	Buy	+19	New	+$687	﹤0.01%	1638
2021 Q3	–	Sell	-18	Closed	-$1K	–	1344
2021 Q2	$1K	Buy	+18	New	+$1.04K	﹤0.01%	1178

Other funds holding UPBD

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

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) 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

SGI

Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MassMutual Private Wealth & Trust's UPBD Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Upbound Group (UPBD) stake by 43% in Q2 2026, selling an estimated $318 and leaving 23 shares worth $488. The position accounts for ﹤0.01% of the portfolio, ranked #2274.

MassMutual Private Wealth & Trust first reported a position in UPBD in Q2 2021 and has held it in 10 quarters since. The position peaked at $5.97K in Q2 2025. 59 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

MassMutual Private Wealth & Trust held 23 shares of Upbound Group worth $488 as of Q2 2026.
MassMutual Private Wealth & Trust sold 17 Upbound Group shares in Q2 2026, an estimated $318.
Upbound Group made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2274 holding.
MassMutual Private Wealth & Trust first reported a position in Upbound Group in Q2 2021 and has held it in 10 quarters since.
MassMutual Private Wealth & Trust's Upbound Group position peaked at $5.97K in Q2 2025.
59 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.