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SBI Securities’s Upbound Group UPBD Stock Holding History

SBI Securities’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 		$1.8K Sell
85
-37
-30% -$692 ﹤0.01% 2589
2026
Q1 		$2.2K Sell
122
-25
-17% -$487 ﹤0.01% 2390
2025
Q4 		$2.58K Buy
147
+31
+27% +$599 ﹤0.01% 2297
2025
Q3 		$2.74K Sell
116
-22
-16% -$543 ﹤0.01% 2304
2025
Q2 		$3.46K Sell
138
-17
-11% -$397 ﹤0.01% 2158
2025
Q1 		$3.71K Buy
155
+65
+72% +$1.78K ﹤0.01% 2023
2024
Q4 		$2.63K Buy
+90
New +$2.79K ﹤0.01% 2193

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

SBI Securities's UPBD Position: Q2 2026 in Review

SBI Securities reduced its Upbound Group (UPBD) stake by 30% in Q2 2026, selling an estimated $692 and leaving 85 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2589.

SBI Securities first reported a position in UPBD in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.71K in Q1 2025. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • SBI Securities held 85 shares of Upbound Group worth $1.8K as of Q2 2026.
  • SBI Securities sold 37 Upbound Group shares in Q2 2026, an estimated $692.
  • Upbound Group made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2589 holding.
  • SBI Securities first reported a position in Upbound Group in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Upbound Group position peaked at $3.71K in Q1 2025.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.