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 $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 $3.38T AUM 44.17% 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

SG Americas Securities's UPBD Position: Q2 2026 in Review

SG Americas Securities opened a new position in Upbound Group (UPBD) in Q2 2026: 42,320 shares worth $898K. The stake represents ﹤0.01% of the portfolio and ranks #1951 among its holdings. This is a return to the name: SG Americas Securities previously reported a position in UPBD as recently as Q4 2025.

SG Americas Securities first reported a position in UPBD in Q2 2013 and has held it in 40 quarters since. The position peaked at $6.49M in Q3 2018. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • SG Americas Securities held 42,320 shares of Upbound Group worth $898K as of Q2 2026.
  • Upbound Group was a new SG Americas Securities position in Q2 2026.
  • Upbound Group made up ﹤0.01% of SG Americas Securities's portfolio in Q2 2026, its #1951 holding.
  • SG Americas Securities first reported a position in Upbound Group in Q2 2013 and has held it in 40 quarters since.
  • SG Americas Securities's Upbound Group position peaked at $6.49M in Q3 2018.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on SG Americas Securities's 13F filing for Q2 2026, filed 7 Aug 2026.