Osaic Holdings
UPBD icon

Osaic Holdings’s Upbound Group UPBD Stock Holding History

Osaic Holdings’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 		$1.34M Buy
63,228
+60,327
+2,080% +$1.13M ﹤0.01% 2696
2026
Q1 		$52.4K Sell
2,901
-3,326
-53% -$64.8K ﹤0.01% 5178
2025
Q4 		$109K Sell
6,227
-52,273
-89% -$1.01M ﹤0.01% 4631
2025
Q3 		$1.48M Buy
58,500
+44,489
+318% +$1.1M ﹤0.01% 2434
2025
Q2 		$352K Buy
14,011
+8,922
+175% +$208K ﹤0.01% 3457
2025
Q1 		$122K Buy
5,089
+1,929
+61% +$53K ﹤0.01% 4031
2024
Q4 		$92.2K Sell
3,160
-324
-9% -$10.1K ﹤0.01% 4233
2024
Q3 		$111K Buy
3,484
+892
+34% +$28.7K ﹤0.01% 4145
2024
Q2 		$79.6K Buy
2,592
+310
+14% +$9.9K ﹤0.01% 4313
2024
Q1 		$80.3K Sell
2,282
-406
-15% -$13.6K ﹤0.01% 4396
2023
Q4 		$91.3K Sell
2,688
-994
-27% -$29.6K ﹤0.01% 4497
2023
Q3 		$108K Sell
3,682
-436
-11% -$13.6K ﹤0.01% 4443
2023
Q2 		$128K Sell
4,118
-83
-2% -$2.43K ﹤0.01% 4250
2023
Q1 		$103K Sell
4,201
-722
-15% -$18.6K ﹤0.01% 4431
2022
Q4 		$111K Sell
4,923
-1,984
-29% -$42.5K ﹤0.01% 4350
2022
Q3 		$121K Sell
6,907
-5,624
-45% -$140K ﹤0.01% 4210
2022
Q2 		$244K Buy
12,531
+6,064
+94% +$151K ﹤0.01% 3600
2022
Q1 		$226K Sell
6,467
-2,375
-27% -$85.8K ﹤0.01% 3931
2021
Q4 		$426K Sell
8,842
-715
-7% -$35.8K ﹤0.01% 3219
2021
Q3 		$536K Sell
9,557
-694
-7% -$40.9K ﹤0.01% 2958
2021
Q2 		$543K Buy
10,251
+6,316
+161% +$367K ﹤0.01% 2944
2021
Q1 		$227K Buy
3,935
+364
+10% +$19K ﹤0.01% 3620
2020
Q4 		$137K Buy
3,571
+1,170
+49% +$39.7K ﹤0.01% 3811
2020
Q3 		$71K Buy
2,401
+1,527
+175% +$45.2K ﹤0.01% 4064
2020
Q2 		$24K Buy
874
+28
+3% +$622 ﹤0.01% 4696
2020
Q1 		$13K Buy
+846
New +$20.4K ﹤0.01% 4882

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

Osaic Holdings's UPBD Position: Q2 2026 in Review

Osaic Holdings increased its Upbound Group (UPBD) stake by 2,080% in Q2 2026, buying an estimated $1.13M and bringing the position to 63,228 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2696.

Osaic Holdings first reported a position in UPBD in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.48M in Q3 2025. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Osaic Holdings held 63,228 shares of Upbound Group worth $1.34M as of Q2 2026.
  • Osaic Holdings bought 60,327 Upbound Group shares in Q2 2026, an estimated $1.13M.
  • Upbound Group made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2696 holding.
  • Osaic Holdings first reported a position in Upbound Group in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Upbound Group position peaked at $1.48M in Q3 2025.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.