Russell Investments Group
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Russell Investments Group’s Upbound Group UPBD Stock Holding History

Russell Investments Group’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 		$4.08M Buy
192,157
+21,754
+13% +$407K ﹤0.01% 1637
2026
Q1 		$3.08M Buy
170,403
+8,654
+5% +$169K ﹤0.01% 1621
2025
Q4 		$2.84M Buy
161,749
+2,688
+2% +$52K ﹤0.01% 1671
2025
Q3 		$3.76M Buy
159,061
+63,900
+67% +$1.58M ﹤0.01% 1486
2025
Q2 		$2.39M Buy
95,161
+79
+0.1% +$1.84K ﹤0.01% 1638
2025
Q1 		$2.28M Buy
95,082
+37,010
+64% +$1.02M ﹤0.01% 1619
2024
Q4 		$1.69M Sell
58,072
-29,842
-34% -$926K ﹤0.01% 1753
2024
Q3 		$2.81M Buy
87,914
+53,706
+157% +$1.73M ﹤0.01% 1507
2024
Q2 		$1.05M Sell
34,208
-435
-1% -$13.9K ﹤0.01% 1956
2024
Q1 		$1.22M Buy
34,643
+8,602
+33% +$287K ﹤0.01% 1895
2023
Q4 		$885K Sell
26,041
-37,052
-59% -$1.1M ﹤0.01% 2018
2023
Q3 		$1.86M Buy
63,093
+34,033
+117% +$1.06M ﹤0.01% 1587
2023
Q2 		$905K Buy
29,060
+3,600
+14% +$105K ﹤0.01% 1980
2023
Q1 		$624K Sell
25,460
-212
-0.8% -$5.46K ﹤0.01% 2171
2022
Q4 		$579K Hold
25,672
– – ﹤0.01% 2223
2022
Q3 		$449K Hold
25,672
– – ﹤0.01% 2288
2022
Q2 		$499K Sell
25,672
-13,691
-35% -$341K ﹤0.01% 2271
2022
Q1 		$990K Buy
39,363
+14,248
+57% +$515K ﹤0.01% 1971
2021
Q4 		$1.21M Hold
25,115
– – ﹤0.01% 2057
2021
Q3 		$1.41M Sell
25,115
-132,178
-84% -$7.78M ﹤0.01% 2025
2021
Q2 		$8.35M Sell
157,293
-30,013
-16% -$1.74M 0.01% 1032
2021
Q1 		$10.8M Sell
187,306
-25,465
-12% -$1.33M 0.02% 895
2020
Q4 		$8.15M Sell
212,771
-13,710
-6% -$466K 0.02% 974
2020
Q3 		$6.8M Buy
226,481
+18,586
+9% +$550K 0.01% 966
2020
Q2 		$5.72M Buy
207,895
+2,794
+1% +$62.1K 0.01% 1023
2020
Q1 		$2.93M Buy
205,101
+34,367
+20% +$827K 0.01% 1260
2019
Q4 		$4.92M Buy
170,734
+53,666
+46% +$1.4M 0.01% 1222
2019
Q3 		$3.01M Buy
117,068
+44,079
+60% +$1.16M 0.01% 1464
2019
Q2 		$1.93M Buy
72,989
+19,867
+37% +$472K ﹤0.01% 1687
2019
Q1 		$1.11M Buy
53,122
+46,722
+730% +$861K ﹤0.01% 2006
2018
Q4 		$104K Buy
+6,400
New +$92.9K ﹤0.01% 2722
2018
Q1 		– Sell
-2,900
Closed -$32K – 3006
2017
Q4 		$32K Sell
2,900
-46,190
-94% -$506K ﹤0.01% 2902
2017
Q3 		$563K Buy
49,090
+990
+2% +$12.2K ﹤0.01% 2393
2017
Q2 		$564K Sell
48,100
-3,714
-7% -$42K ﹤0.01% 2367
2017
Q1 		$460K Sell
51,814
-6,257
-11% -$56.9K ﹤0.01% 2460
2016
Q4 		$654K Buy
+58,071
New +$647K ﹤0.01% 2368

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

Russell Investments Group's UPBD Position: Q2 2026 in Review

Russell Investments Group increased its Upbound Group (UPBD) stake by 13% in Q2 2026, buying an estimated $407K and bringing the position to 192,157 shares worth $4.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1637.

Russell Investments Group first reported a position in UPBD in Q4 2016 and has held it in 36 quarters since. The position peaked at $10.8M in Q1 2021. 97 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Russell Investments Group held 192,157 shares of Upbound Group worth $4.08M as of Q2 2026.
  • Russell Investments Group bought 21,754 Upbound Group shares in Q2 2026, an estimated $407K.
  • Upbound Group made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #1637 holding.
  • Russell Investments Group first reported a position in Upbound Group in Q4 2016 and has held it in 36 quarters since.
  • Russell Investments Group's Upbound Group position peaked at $10.8M in Q1 2021.
  • 97 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.