SG Americas Securities
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SG Americas Securities’s Upbound Group UPBD Stock Holding History

SG Americas 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
2017
Q4 		– Sell
-39,100
Closed -$6K – 3649
2017
Q3 		$6K Hold
39,100
– – ﹤0.01% 3437
2017
Q2 		$23K Buy
+39,100
New +$442K ﹤0.01% 3085

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SG Americas Securities's UPBD Position: Q1 2026 in Review

SG Americas Securities sold out of Upbound Group (UPBD) in Q1 2026, closing a stake of 27,031 shares — an estimated $475K sold.

SG Americas Securities first reported a position in UPBD in Q2 2013 and held it in 39 quarters. The position peaked at $6.49M in Q3 2018. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • SG Americas Securities reported no remaining Upbound Group position as of Q1 2026 after selling out during the quarter.
  • SG Americas Securities sold 27,031 Upbound Group shares in Q1 2026, an estimated $475K.
  • SG Americas Securities first reported a position in Upbound Group in Q2 2013 and held it in 39 quarters.
  • SG Americas Securities's Upbound Group position peaked at $6.49M in Q3 2018.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on SG Americas Securities's 13F filing for Q1 2026, filed 16 Apr 2026.