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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
Q2 		$27K Buy
1,303
+877
+206% +$16.4K ﹤0.01% 928
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Salomon & Ludwin's UPBD Position: Q2 2026 in Review

Salomon & Ludwin increased its Upbound Group (UPBD) stake by 206% in Q2 2026, buying an estimated $16.4K and bringing the position to 1,303 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Salomon & Ludwin first reported a position in UPBD in Q3 2025 and has held it in 4 quarters since. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Salomon & Ludwin held 1,303 shares of Upbound Group worth $27K as of Q2 2026.
  • Salomon & Ludwin bought 877 Upbound Group shares in Q2 2026, an estimated $16.4K.
  • Upbound Group made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #928 holding.
  • Salomon & Ludwin first reported a position in Upbound Group in Q3 2025 and has held it in 4 quarters since.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.