National Bank of Canada
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National Bank of Canada’s Upbound Group UPBD Stock Holding History

National Bank of Canada’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
Q1 		$155K Buy
8,601
+1,551
+22% +$30.2K ﹤0.01% 1680
2025
Q4 		$124K Buy
+7,050
New +$136K ﹤0.01% 1723
2022
Q1 		– Sell
-9,188
Closed -$434K – 3029
2021
Q4 		$434K Buy
+9,188
New +$460K ﹤0.01% 1272

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

National Bank of Canada's UPBD Position: Q1 2026 in Review

National Bank of Canada increased its Upbound Group (UPBD) stake by 22% in Q1 2026, buying an estimated $30.2K and bringing the position to 8,601 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #1680.

National Bank of Canada first reported a position in UPBD in Q4 2021 and has held it in 3 quarters since. The position peaked at $434K in Q4 2021. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • National Bank of Canada held 8,601 shares of Upbound Group worth $155K as of Q1 2026.
  • National Bank of Canada bought 1,551 Upbound Group shares in Q1 2026, an estimated $30.2K.
  • Upbound Group made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #1680 holding.
  • National Bank of Canada first reported a position in Upbound Group in Q4 2021 and has held it in 3 quarters since.
  • National Bank of Canada's Upbound Group position peaked at $434K in Q4 2021.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.