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Salomon & Ludwin’s Upbound Group UPBD Stock Holding History

Salomon & Ludwin’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
Q1 		$7.47K Buy
426
+110
+35% +$2.14K ﹤0.01% 1635
2025
Q4 		$5.57K Sell
316
-148
-32% -$2.86K ﹤0.01% 1735
2025
Q3 		$14.5K Buy
+464
New +$11.5K ﹤0.01% 1032

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Salomon & Ludwin's UPBD Position: Q1 2026 in Review

Salomon & Ludwin increased its Upbound Group (UPBD) stake by 35% in Q1 2026, buying an estimated $2.14K and bringing the position to 426 shares worth $7.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

Salomon & Ludwin first reported a position in UPBD in Q3 2025 and has held it in 3 quarters since. The position peaked at $14.5K in Q3 2025. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Salomon & Ludwin held 426 shares of Upbound Group worth $7.47K as of Q1 2026.
  • Salomon & Ludwin bought 110 Upbound Group shares in Q1 2026, an estimated $2.14K.
  • Upbound Group made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1635 holding.
  • Salomon & Ludwin first reported a position in Upbound Group in Q3 2025 and has held it in 3 quarters since.
  • Salomon & Ludwin's Upbound Group position peaked at $14.5K in Q3 2025.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.