NBC Securities’s Upbound Group UPBD Stock Holding History

NBC Securities’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	$11.6K	Buy	545 +10	+2%	+$187	﹤0.01%	1831
2026 Q1	$9.66K	Buy	+535	New	+$10.4K	﹤0.01%	1948

Other funds holding UPBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NBC Securities's UPBD Position: Q2 2026 in Review

NBC Securities increased its Upbound Group (UPBD) stake by 1.9% in Q2 2026, buying an estimated $187 and bringing the position to 545 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1831.

NBC Securities first reported a position in UPBD in Q1 2026 and has held it in 2 quarters since. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

NBC Securities held 545 shares of Upbound Group worth $11.6K as of Q2 2026.
NBC Securities bought 10 Upbound Group shares in Q2 2026, an estimated $187.
Upbound Group made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1831 holding.
NBC Securities first reported a position in Upbound Group in Q1 2026 and has held it in 2 quarters since.
258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.