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Mork Capital Management’s Upbound Group UPBD Stock Holding History

Mork 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 		$1.33M Hold
62,610
– – 0.85% 49
2026
Q1 		$1.13M Hold
62,610
– – 0.8% 55
2025
Q4 		$1.1M Buy
62,610
+28,410
+83% +$549K 0.67% 58
2025
Q3 		$808K Hold
34,200
– – 0.56% 84
2025
Q2 		$858K Hold
34,200
– – 0.63% 79
2025
Q1 		$819K Hold
34,200
– – 0.64% 87
2024
Q4 		$998K Buy
+34,200
New +$1.06M 0.66% 93

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

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

Mork Capital Management held its Upbound Group (UPBD) position steady in Q2 2026 at 62,610 shares worth $1.33M. The position accounts for 0.85% of the portfolio, ranked #49.

Mork Capital Management first reported a position in UPBD in Q4 2024 and has held it in 7 quarters since. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Mork Capital Management held 62,610 shares of Upbound Group worth $1.33M as of Q2 2026.
  • Mork Capital Management left its Upbound Group share count unchanged in Q2 2026.
  • Upbound Group made up 0.85% of Mork Capital Management's portfolio in Q2 2026, its #49 holding.
  • Mork Capital Management first reported a position in Upbound Group in Q4 2024 and has held it in 7 quarters since.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

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