New York State Teachers Retirement System (NYSTRS)’s Upbound Group UPBD Stock Holding History

New York State Teachers Retirement System (NYSTRS)’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	Sell	62,920 -5,964	-9%	-$111K	﹤0.01%	1226
2026 Q1	$1.24M	Sell	68,884 -13,672	-17%	-$266K	﹤0.01%	1215
2025 Q4	$1.45M	Sell	82,556 -3,772	-4%	-$72.9K	﹤0.01%	1226
2025 Q3	$2.04M	Buy	86,328 +4,951	+6%	+$122K	﹤0.01%	1117
2025 Q2	$2.04M	Buy	81,377 +207	+0.3%	+$4.84K	﹤0.01%	1093
2025 Q1	$1.95M	Buy	81,170 +232	+0.3%	+$6.37K	﹤0.01%	1092
2024 Q4	$2.36M	Buy	80,938 +360	+0.4%	+$11.2K	0.01%	1068
2024 Q3	$2.58M	Buy	80,578 +393	+0.5%	+$12.6K	0.01%	1042
2024 Q2	$2.46M	Hold	80,185	–	–	0.01%	1036
2024 Q1	$2.82M	Sell	80,185 -800	-1%	-$26.7K	0.01%	1008
2023 Q4	$2.75M	Sell	80,985 -1,006	-1%	-$30K	0.01%	1019
2023 Q3	$2.42M	Sell	81,991 -2,777	-3%	-$86.6K	0.01%	1038
2023 Q2	$2.64M	Sell	84,768 -600	-0.7%	-$17.5K	0.01%	1016
2023 Q1	$2.09M	Buy	85,368 +3,607	+4%	+$92.9K	﹤0.01%	1066
2022 Q4	$1.84M	Sell	81,761 -1,377	-2%	-$29.5K	﹤0.01%	1113
2022 Q3	$1.46M	Hold	83,138	–	–	﹤0.01%	1153
2022 Q2	$1.62M	Sell	83,138 -7,186	-8%	-$179K	﹤0.01%	1144
2022 Q1	$2.27M	Buy	90,324 +100	+0.1%	+$3.61K	﹤0.01%	1096
2021 Q4	$4.33M	Buy	90,224 +400	+0.4%	+$20K	0.01%	896
2021 Q3	$5.05M	Sell	89,824 -4,424	-5%	-$260K	0.01%	820
2021 Q2	$5M	Sell	94,248 -798	-0.8%	-$46.3K	0.01%	811
2021 Q1	$5.48M	Sell	95,046 -7,854	-8%	-$411K	0.01%	776
2020 Q4	$3.94M	Sell	102,900 -4,600	-4%	-$156K	0.01%	872
2020 Q3	$3.21M	Sell	107,500 -1,728	-2%	-$51.1K	0.01%	875
2020 Q2	$3.04M	Sell	109,228 -300	-0.3%	-$6.67K	0.01%	886
2020 Q1	$1.55M	Sell	109,528 -7,200	-6%	-$173K	﹤0.01%	1012
2019 Q4	$3.37M	Sell	116,728 -600	-0.5%	-$15.7K	0.01%	929
2019 Q3	$3.03M	Sell	117,328 -5,500	-4%	-$144K	0.01%	941
2019 Q2	$3.27M	Sell	122,828 -100	-0.1%	-$2.38K	0.01%	933
2019 Q1	$2.57M	Buy	122,928 +10,309	+9%	+$190K	0.01%	1021
2018 Q4	$1.82M	Buy	112,619 +5,517	+5%	+$80.1K	0.01%	1076
2018 Q3	$1.54M	Sell	107,102 -1,299	-1%	-$19.1K	﹤0.01%	1179
2018 Q2	$1.6M	Buy	108,401 +382	+0.4%	+$4.14K	﹤0.01%	1186
2018 Q1	$932K	Hold	108,019	–	–	﹤0.01%	1280
2017 Q4	$1.2M	Hold	108,019	–	–	﹤0.01%	1240
2017 Q3	$1.24M	Hold	108,019	–	–	﹤0.01%	1230
2017 Q2	$1.27M	Buy	108,019 +100	+0.1%	+$1.13K	﹤0.01%	1221
2017 Q1	$957K	Hold	107,919	–	–	﹤0.01%	1289
2016 Q4	$1.21M	Hold	107,919	–	–	﹤0.01%	1262
2016 Q3	$1.36M	Hold	107,919	–	–	﹤0.01%	1216
2016 Q2	$1.32M	Hold	107,919	–	–	﹤0.01%	1221
2016 Q1	$1.71M	Buy	107,919 +9,545	+10%	+$127K	﹤0.01%	1177
2015 Q4	$1.47M	Hold	98,374	–	–	﹤0.01%	1213
2015 Q3	$2.39M	Hold	98,374	–	–	0.01%	1075
2015 Q2	$2.79M	Sell	98,374 -400	-0.4%	-$12K	0.01%	1077
2015 Q1	$2.71M	Hold	98,774	–	–	0.01%	1096
2014 Q4	$3.59M	Hold	98,774	–	–	0.01%	977
2014 Q3	$3M	Sell	98,774 -200	-0.2%	-$5.38K	0.01%	1010
2014 Q2	$2.84M	Sell	98,974 -3,100	-3%	-$87.7K	0.01%	1080
2014 Q1	$2.71M	Sell	102,074 -8,500	-8%	-$230K	0.01%	1088
2013 Q4	$3.69M	Sell	110,574 -8,100	-7%	-$280K	0.01%	980
2013 Q3	$4.52M	Sell	118,674 -2,900	-2%	-$112K	0.01%	873
2013 Q2	$4.57M	Buy	+121,574	New	+$4.4M	0.01%	837

Other funds holding UPBD

PCM

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

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)'s UPBD Position: Q2 2026 in Review

New York State Teachers Retirement System (NYSTRS) reduced its Upbound Group (UPBD) stake by 8.7% in Q2 2026, selling an estimated $111K and leaving 62,920 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1226.

New York State Teachers Retirement System (NYSTRS) first reported a position in UPBD in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.48M in Q1 2021. 56 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

New York State Teachers Retirement System (NYSTRS) held 62,920 shares of Upbound Group worth $1.33M as of Q2 2026.
New York State Teachers Retirement System (NYSTRS) sold 5,964 Upbound Group shares in Q2 2026, an estimated $111K.
Upbound Group made up ﹤0.01% of New York State Teachers Retirement System (NYSTRS)'s portfolio in Q2 2026, its #1226 holding.
New York State Teachers Retirement System (NYSTRS) first reported a position in Upbound Group in Q2 2013 and has held it in 53 quarters since.
New York State Teachers Retirement System (NYSTRS)'s Upbound Group position peaked at $5.48M in Q1 2021.
56 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on New York State Teachers Retirement System (NYSTRS)'s 13F filing for Q2 2026, filed 23 Jul 2026.