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Saxon Interests’s Upbound Group UPBD Stock Holding History

Saxon Interests’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
Q3 		– Sell
-9,495
Closed -$201K – 248
2026
Q2 		$201K Buy
+9,495
New +$177K 0.06% 226
2024
Q1 		– Sell
-5,905
Closed -$201K – 206
2023
Q4 		$201K Buy
+5,905
New +$176K 0.1% 178

Other funds holding UPBD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Saxon Interests's UPBD Position: Q3 2026 in Review

Saxon Interests sold out of Upbound Group (UPBD) in Q3 2026, closing a stake of 9,495 shares — an estimated $201K sold.

Saxon Interests first reported a position in UPBD in Q4 2023 and held it in 2 quarters. The position peaked at $201K in Q2 2026. 133 funds tracked by Wall St. Rank hold UPBD as of Q3 2026.

  • Saxon Interests reported no remaining Upbound Group position as of Q3 2026 after selling out during the quarter.
  • Saxon Interests sold 9,495 Upbound Group shares in Q3 2026, an estimated $201K.
  • Saxon Interests first reported a position in Upbound Group in Q4 2023 and held it in 2 quarters.
  • Saxon Interests's Upbound Group position peaked at $201K in Q2 2026.
  • 133 funds tracked by Wall St. Rank held Upbound Group as of Q3 2026.

Based on Saxon Interests's 13F filing for Q3 2026, filed 26 Oct 2026.