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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
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

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

Saxon Interests's UPBD Position: Q2 2026 in Review

Saxon Interests opened a new position in Upbound Group (UPBD) in Q2 2026: 9,495 shares worth $201K. The stake represents 0.06% of the portfolio and ranks #226 among its holdings. This is a return to the name: Saxon Interests previously reported a position in UPBD as recently as Q4 2023.

Saxon Interests first reported a position in UPBD in Q4 2023 and has held it in 2 quarters since. 259 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Saxon Interests held 9,495 shares of Upbound Group worth $201K as of Q2 2026.
  • Upbound Group was a new Saxon Interests position in Q2 2026.
  • Upbound Group made up 0.06% of Saxon Interests's portfolio in Q2 2026, its #226 holding.
  • Saxon Interests first reported a position in Upbound Group in Q4 2023 and has held it in 2 quarters since.
  • 259 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.