SNB
UPBD icon

Security National Bank’s Upbound Group UPBD Stock Holding History

Security National Bank’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 		$52.4K Buy
2,470
+1
+0% +$19 0.01% 246
2026
Q1 		$44.6K Hold
2,469
– – 0.01% 250
2025
Q4 		$43.4K Buy
2,469
+50
+2% +$967 0.01% 244
2025
Q3 		$57.2K Buy
+2,419
New +$59.7K 0.01% 237

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

Security National Bank's UPBD Position: Q2 2026 in Review

Security National Bank increased its Upbound Group (UPBD) stake by 0.04% in Q2 2026, buying an estimated $19 and bringing the position to 2,470 shares worth $52.4K. The position accounts for 0.01% of the portfolio, ranked #246.

Security National Bank first reported a position in UPBD in Q3 2025 and has held it in 4 quarters since. The position peaked at $57.2K in Q3 2025. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Security National Bank held 2,470 shares of Upbound Group worth $52.4K as of Q2 2026.
  • Security National Bank bought 1 Upbound Group share in Q2 2026, an estimated $19.
  • Upbound Group made up 0.01% of Security National Bank's portfolio in Q2 2026, its #246 holding.
  • Security National Bank first reported a position in Upbound Group in Q3 2025 and has held it in 4 quarters since.
  • Security National Bank's Upbound Group position peaked at $57.2K in Q3 2025.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.