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Petrus Trust Company’s Upbound Group UPBD Stock Holding History

Petrus Trust Company’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
2025
Q2 		– Sell
-19,454
Closed -$466K – 742
2025
Q1 		$466K Buy
+19,454
New +$534K 0.04% 227
2024
Q4 		– Sell
-7,846
Closed -$251K – 751
2024
Q3 		$251K Sell
7,846
-3,407
-30% -$109K 0.02% 468
2024
Q2 		$345K Buy
11,253
+5,535
+97% +$177K 0.03% 383
2024
Q1 		$201K Buy
+5,718
New +$191K 0.02% 578
2023
Q4 		– Sell
-14,890
Closed -$439K – 749
2023
Q3 		$439K Buy
+14,890
New +$464K 0.05% 222
2020
Q4 		– Sell
-9,496
Closed -$284K – 237
2020
Q3 		$284K Buy
+9,496
New +$281K 0.03% 103
2020
Q1 		– Sell
-7,857
Closed -$227K – 323
2019
Q4 		$227K Sell
7,857
-541
-6% -$14.1K 0.04% 215
2019
Q3 		$217K Buy
+8,398
New +$221K 0.04% 195
2016
Q2 		– Sell
-18,355
Closed -$291K – 209
2016
Q1 		$291K Buy
18,355
+4,786
+35% +$63.8K 0.06% 95
2015
Q4 		$203K Buy
+13,569
New +$259K 0.04% 119

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Petrus Trust Company's UPBD Position: Q2 2025 in Review

Petrus Trust Company sold out of Upbound Group (UPBD) in Q2 2025, closing a stake of 19,454 shares — an estimated $466K sold.

Petrus Trust Company first reported a position in UPBD in Q4 2015 and held it in 10 quarters. The position peaked at $466K in Q1 2025. 255 funds tracked by Wall St. Rank hold UPBD as of Q2 2025.

  • Petrus Trust Company reported no remaining Upbound Group position as of Q2 2025 after selling out during the quarter.
  • Petrus Trust Company sold 19,454 Upbound Group shares in Q2 2025, an estimated $466K.
  • Petrus Trust Company first reported a position in Upbound Group in Q4 2015 and held it in 10 quarters.
  • Petrus Trust Company's Upbound Group position peaked at $466K in Q1 2025.
  • 255 funds tracked by Wall St. Rank held Upbound Group as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.