Palouse Capital Management’s Upbound Group UPBD Stock Holding History

Palouse 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	$123K	Buy	5,807 +500	+9%	+$9.35K	0.08%	90
2026 Q1	$95.8K	Sell	5,307 -257	-5%	-$5.01K	0.06%	93
2025 Q4	$97.7K	Sell	5,564 -285	-5%	-$5.51K	0.06%	93
2025 Q3	$138K	Sell	5,849 -1,017	-15%	-$25.1K	0.09%	83
2025 Q2	$172K	Buy	6,866 +243	+4%	+$5.68K	0.11%	71
2025 Q1	$159K	Buy	6,623 +2,592	+64%	+$71.2K	0.11%	74
2024 Q4	$118K	Sell	4,031 -745	-16%	-$23.1K	0.08%	91
2024 Q3	$153K	Sell	4,776 -70	-1%	-$2.25K	0.1%	79
2024 Q2	$149K	Sell	4,846 -273	-5%	-$8.72K	0.1%	79
2024 Q1	$180K	Buy	+5,119	New	+$171K	0.12%	74
2022 Q1	–	Sell	-5,623	Closed	-$270K	–	111
2021 Q4	$270K	Buy	+5,623	New	+$281K	0.12%	85
2014 Q2	–	Sell	-8,565	Closed	-$228K	–	125
2014 Q1	$228K	Sell	8,565 -910	-10%	-$24.7K	0.09%	118
2013 Q4	$316K	Buy	9,475 +35	+0.4%	+$1.21K	0.12%	99
2013 Q3	$360K	Sell	9,440 -65	-0.7%	-$2.5K	0.15%	91
2013 Q2	$357K	Buy	+9,505	New	+$344K	0.15%	77

Other funds holding UPBD

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 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

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

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

Palouse Capital Management increased its Upbound Group (UPBD) stake by 9.4% in Q2 2026, buying an estimated $9.35K and bringing the position to 5,807 shares worth $123K. The position accounts for 0.08% of the portfolio, ranked #90.

Palouse Capital Management first reported a position in UPBD in Q2 2013 and has held it in 15 quarters since. The position peaked at $360K in Q3 2013. 34 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

Palouse Capital Management held 5,807 shares of Upbound Group worth $123K as of Q2 2026.
Palouse Capital Management bought 500 Upbound Group shares in Q2 2026, an estimated $9.35K.
Upbound Group made up 0.08% of Palouse Capital Management's portfolio in Q2 2026, its #90 holding.
Palouse Capital Management first reported a position in Upbound Group in Q2 2013 and has held it in 15 quarters since.
Palouse Capital Management's Upbound Group position peaked at $360K in Q3 2013.
34 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Palouse Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.