Moody National Bank Trust Division’s Upbound Group UPBD Stock Holding History

Moody National Bank Trust Division’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	$227K	Buy	+10,719	New	+$200K	0.02%	468
2025 Q4	–	Sell	-8,775	Closed	-$207K	–	534
2025 Q3	$207K	Hold	8,775	–	–	0.02%	481
2025 Q2	$220K	Buy	+8,775	New	+$205K	0.02%	458
2025 Q1	–	Sell	-8,274	Closed	-$241K	–	508
2024 Q4	$241K	Buy	+8,274	New	+$257K	0.03%	439

Other funds holding UPBD

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

PCM

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

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

CEI

Clark Estates Inc New York $434M AUM 15% 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

Moody National Bank Trust Division's UPBD Position: Q2 2026 in Review

Moody National Bank Trust Division opened a new position in Upbound Group (UPBD) in Q2 2026: 10,719 shares worth $227K. The stake represents 0.02% of the portfolio and ranks #468 among its holdings. This is a return to the name: Moody National Bank Trust Division previously reported a position in UPBD as recently as Q3 2025.

Moody National Bank Trust Division first reported a position in UPBD in Q4 2024 and has held it in 4 quarters since. The position peaked at $241K in Q4 2024. 71 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

Moody National Bank Trust Division held 10,719 shares of Upbound Group worth $227K as of Q2 2026.
Upbound Group was a new Moody National Bank Trust Division position in Q2 2026.
Upbound Group made up 0.02% of Moody National Bank Trust Division's portfolio in Q2 2026, its #468 holding.
Moody National Bank Trust Division first reported a position in Upbound Group in Q4 2024 and has held it in 4 quarters since.
Moody National Bank Trust Division's Upbound Group position peaked at $241K in Q4 2024.
71 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.