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Segall Bryant & Hamill’s Upbound Group UPBD Stock Holding History

Segall Bryant & Hamill’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 		$1.82M Buy
+85,860
New +$1.6M 0.02% 465
2026
Q1 		– Sell
-86,887
Closed -$1.53M – 643
2025
Q4 		$1.53M Hold
86,887
– – 0.02% 469
2025
Q3 		$2.05M Sell
86,887
-425
-0.5% -$10.5K 0.03% 425
2025
Q2 		$2.19M Sell
87,312
-8,215
-9% -$192K 0.03% 419
2025
Q1 		$2.29M Sell
95,527
-2,368
-2% -$65K 0.04% 409
2024
Q4 		$2.86M Sell
97,895
-4,916
-5% -$153K 0.04% 399
2024
Q3 		$3.29M Buy
102,811
+1,711
+2% +$55K 0.04% 385
2024
Q2 		$3.1M Buy
+101,100
New +$3.23M 0.06% 341
2016
Q2 		– Sell
-147,603
Closed -$2.34M – 561
2016
Q1 		$2.34M Buy
147,603
+12,378
+9% +$165K 0.06% 284
2015
Q4 		$2.02M Sell
135,225
-31,560
-19% -$603K 0.05% 291
2015
Q3 		$4.04M Buy
166,785
+15,905
+11% +$427K 0.1% 235
2015
Q2 		$4.28M Buy
+150,880
New +$4.53M 0.1% 239

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

Segall Bryant & Hamill's UPBD Position: Q2 2026 in Review

Segall Bryant & Hamill opened a new position in Upbound Group (UPBD) in Q2 2026: 85,860 shares worth $1.82M. The stake represents 0.02% of the portfolio and ranks #465 among its holdings. This is a return to the name: Segall Bryant & Hamill previously reported a position in UPBD as recently as Q4 2025.

Segall Bryant & Hamill first reported a position in UPBD in Q2 2015 and has held it in 12 quarters since. The position peaked at $4.28M in Q2 2015. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Segall Bryant & Hamill held 85,860 shares of Upbound Group worth $1.82M as of Q2 2026.
  • Upbound Group was a new Segall Bryant & Hamill position in Q2 2026.
  • Upbound Group made up 0.02% of Segall Bryant & Hamill's portfolio in Q2 2026, its #465 holding.
  • Segall Bryant & Hamill first reported a position in Upbound Group in Q2 2015 and has held it in 12 quarters since.
  • Segall Bryant & Hamill's Upbound Group position peaked at $4.28M in Q2 2015.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Segall Bryant & Hamill's 13F filing for Q2 2026, filed 12 Aug 2026.