Mitsubishi UFJ Trust & Banking’s Upbound Group UPBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.79M	Sell	99,247 -19,955	-17%	-$389K	﹤0.01%	812
2025 Q4	$2.09M	Sell	119,202 -6,052	-5%	-$117K	0.01%	783
2025 Q3	$2.96M	Sell	125,254 -16,556	-12%	-$409K	0.01%	750
2025 Q2	$3.56M	Buy	141,810 +21,176	+18%	+$495K	0.01%	723
2025 Q1	$2.89M	Buy	120,634 +2,863	+2%	+$78.6K	0.01%	756
2024 Q4	$3.44M	Buy	117,771 +16,366	+16%	+$508K	0.01%	759
2024 Q3	$3.24M	Buy	101,405 +98,354	+3,224%	+$3.16M	0.01%	769
2024 Q2	$93.7K	Buy	+3,051	New	+$97.5K	﹤0.01%	1039
2021 Q2	–	Sell	-26	Closed	-$1K	–	1401
2021 Q1	$1K	Sell	26 -9,875	-100%	-$517K	﹤0.01%	1272
2020 Q4	$379K	Sell	9,901 -14,999	-60%	-$509K	﹤0.01%	1161
2020 Q3	$744K	Sell	24,900 -2,400	-9%	-$71K	﹤0.01%	923
2020 Q2	$759K	Buy	27,300 +5,300	+24%	+$118K	﹤0.01%	897
2020 Q1	$311K	Hold	22,000	–	–	﹤0.01%	1048
2019 Q4	$634K	Sell	22,000 -1,700	-7%	-$44.4K	﹤0.01%	991
2019 Q3	$611K	Buy	+23,700	New	+$622K	﹤0.01%	983