RhumbLine Advisers’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.9M | Sell |
136,873
-11,510
| -8% | -$215K | ﹤0.01% | 1751 |
|
|
2026
Q1 | $2.68M | Buy |
148,383
+2,423
| +2% | +$47.2K | ﹤0.01% | 1710 |
|
|
2025
Q4 | $2.56M | Sell |
145,960
-9,156
| -6% | -$177K | ﹤0.01% | 1728 |
|
|
2025
Q3 | $3.67M | Sell |
155,116
-1,345
| -0.9% | -$33.2K | ﹤0.01% | 1583 |
|
|
2025
Q2 | $3.93M | Buy |
156,461
+7,540
| +5% | +$176K | ﹤0.01% | 1539 |
|
|
2025
Q1 | $3.57M | Buy |
148,921
+4,621
| +3% | +$127K | ﹤0.01% | 1523 |
|
|
2024
Q4 | $4.21M | Sell |
144,300
-317
| -0.2% | -$9.84K | ﹤0.01% | 1514 |
|
|
2024
Q3 | $4.63M | Buy |
144,617
+2,310
| +2% | +$74.2K | ﹤0.01% | 1471 |
|
|
2024
Q2 | $4.37M | Sell |
142,307
-1,885
| -1% | -$60.2K | ﹤0.01% | 1467 |
|
|
2024
Q1 | $5.08M | Sell |
144,192
-1,661
| -1% | -$55.5K | ﹤0.01% | 1414 |
|
|
2023
Q4 | $4.95M | Sell |
145,853
-7,830
| -5% | -$233K | 0.01% | 1416 |
|
|
2023
Q3 | $4.53M | Sell |
153,683
-3,492
| -2% | -$109K | 0.01% | 1416 |
|
|
2023
Q2 | $4.89M | Buy |
157,175
+2,936
| +2% | +$85.8K | 0.01% | 1388 |
|
|
2023
Q1 | $3.78M | Buy |
154,239
+4,897
| +3% | +$126K | ﹤0.01% | 1470 |
|
|
2022
Q4 | $3.37M | Buy |
149,342
+2,581
| +2% | +$55.3K | ﹤0.01% | 1521 |
|
|
2022
Q3 | $2.57M | Buy |
146,761
+4,799
| +3% | +$119K | ﹤0.01% | 1625 |
|
|
2022
Q2 | $2.76M | Sell |
141,962
-18,680
| -12% | -$465K | ﹤0.01% | 1586 |
|
|
2022
Q1 | $4.05M | Buy |
160,642
+9,611
| +6% | +$347K | 0.01% | 1447 |
|
|
2021
Q4 | $7.26M | Buy |
151,031
+4,560
| +3% | +$228K | 0.01% | 1164 |
|
|
2021
Q3 | $8.23M | Sell |
146,471
-22,913
| -14% | -$1.35M | 0.01% | 1066 |
|
|
2021
Q2 | $8.99M | Buy |
169,384
+30,015
| +22% | +$1.74M | 0.01% | 1075 |
|
|
2021
Q1 | $8.04M | Buy |
139,369
+1,565
| +1% | +$81.9K | 0.01% | 1136 |
|
|
2020
Q4 | $5.28M | Buy |
137,804
+5,855
| +4% | +$199K | 0.01% | 1327 |
|
|
2020
Q3 | $3.94M | Sell |
131,949
-16,451
| -11% | -$487K | 0.01% | 1304 |
|
|
2020
Q2 | $4.13M | Sell |
148,400
-5,746
| -4% | -$128K | 0.01% | 1314 |
|
|
2020
Q1 | $2.18M | Buy |
154,146
+328
| +0.2% | +$7.89K | ﹤0.01% | 1498 |
|
|
2019
Q4 | $4.44M | Buy |
153,818
+10,885
| +8% | +$284K | 0.01% | 1327 |
|
|
2019
Q3 | $3.69M | Buy |
142,933
+8,697
| +6% | +$228K | 0.01% | 1358 |
|
|
2019
Q2 | $3.58M | Sell |
134,236
-148
| -0.1% | -$3.52K | 0.01% | 1388 |
|
|
2019
Q1 | $2.81M | Buy |
134,384
+1,343
| +1% | +$24.7K | 0.01% | 1515 |
|
|
2018
Q4 | $2.15M | Buy |
133,041
+22,319
| +20% | +$324K | ﹤0.01% | 1598 |
|
|
2018
Q3 | $1.59M | Sell |
110,722
-12,399
| -10% | -$182K | ﹤0.01% | 1773 |
|
|
2018
Q2 | $1.81M | Buy |
123,121
+1,098
| +0.9% | +$11.9K | ﹤0.01% | 1725 |
|
|
2018
Q1 | $1.05M | Buy |
122,023
+2,668
| +2% | +$25.6K | ﹤0.01% | 1918 |
|
|
2017
Q4 | $1.32M | Buy |
119,355
+18,822
| +19% | +$206K | ﹤0.01% | 1821 |
|
|
2017
Q3 | $1.15M | Buy |
100,533
+1,725
| +2% | +$21.3K | ﹤0.01% | 1899 |
|
|
2017
Q2 | $1.16M | Sell |
98,808
-15,553
| -14% | -$176K | ﹤0.01% | 1874 |
|
|
2017
Q1 | $1.01M | Buy |
114,361
+23,849
| +26% | +$217K | ﹤0.01% | 1905 |
|
|
2016
Q4 | $1.02M | Sell |
90,512
-3,654
| -4% | -$40.7K | ﹤0.01% | 1842 |
|
|
2016
Q3 | $1.19M | Sell |
94,166
-18,492
| -16% | -$231K | ﹤0.01% | 1720 |
|
|
2016
Q2 | $1.38M | Sell |
112,658
-15,893
| -12% | -$214K | ﹤0.01% | 1592 |
|
|
2016
Q1 | $2.04M | Sell |
128,551
-16,344
| -11% | -$218K | 0.01% | 1361 |
|
|
2015
Q4 | $2.17M | Sell |
144,895
-130
| -0.1% | -$2.48K | 0.01% | 1298 |
|
|
2015
Q3 | $3.52M | Buy |
145,025
+12,690
| +10% | +$341K | 0.01% | 992 |
|
|
2015
Q2 | $3.75M | Sell |
132,335
-1,155
| -0.9% | -$34.7K | 0.01% | 1011 |
|
|
2015
Q1 | $3.66M | Buy |
133,490
+25,374
| +23% | +$773K | 0.01% | 1015 |
|
|
2014
Q4 | $3.93M | Buy |
108,116
+855
| +0.8% | +$27.5K | 0.01% | 926 |
|
|
2014
Q3 | $3.25M | Sell |
107,261
-34,740
| -24% | -$934K | 0.01% | 1006 |
|
|
2014
Q2 | $4.07M | Sell |
142,001
-13,869
| -9% | -$392K | 0.01% | 906 |
|
|
2014
Q1 | $4.15M | Buy |
155,870
+30,240
| +24% | +$819K | 0.01% | 917 |
|
|
2013
Q4 | $4.19M | Sell |
125,630
-10,502
| -8% | -$364K | 0.01% | 920 |
|
|
2013
Q3 | $5.19M | Sell |
136,132
-4,331
| -3% | -$167K | 0.02% | 783 |
|
|
2013
Q2 | $5.27M | Buy |
+140,463
| New | +$5.09M | 0.02% | 752 |
|
Other funds holding UPBD
IC
RhumbLine Advisers's UPBD Position: Q2 2026 in Review
RhumbLine Advisers reduced its Upbound Group (UPBD) stake by 7.8% in Q2 2026, selling an estimated $215K and leaving 136,873 shares worth $2.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1751.
RhumbLine Advisers first reported a position in UPBD in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.99M in Q2 2021. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.
- RhumbLine Advisers held 136,873 shares of Upbound Group worth $2.9M as of Q2 2026.
- RhumbLine Advisers sold 11,510 Upbound Group shares in Q2 2026, an estimated $215K.
- Upbound Group made up ﹤0.01% of RhumbLine Advisers's portfolio in Q2 2026, its #1751 holding.
- RhumbLine Advisers first reported a position in Upbound Group in Q2 2013 and has held it in 53 quarters since.
- RhumbLine Advisers's Upbound Group position peaked at $8.99M in Q2 2021.
- 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.
Based on RhumbLine Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.