SignatureFD
UPBD icon

SignatureFD’s Upbound Group UPBD Stock Holding History

SignatureFD’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
Q3 		$47.9K Buy
3,050
+1,302
+74% +$25.1K ﹤0.01% 1980
2026
Q2 		$37.1K Buy
1,748
+976
+126% +$18.2K ﹤0.01% 2042
2026
Q1 		$13.9K Buy
772
+443
+135% +$8.63K ﹤0.01% 2366
2025
Q4 		$5.78K Buy
329
+201
+157% +$3.89K ﹤0.01% 2637
2025
Q3 		$3.02K Sell
128
-53
-29% -$1.31K ﹤0.01% 2831
2025
Q2 		$4.54K Buy
181
+67
+59% +$1.56K ﹤0.01% 2640
2025
Q1 		$2.73K Hold
114
– – ﹤0.01% 2795
2024
Q4 		$3.32K Sell
114
-55
-33% -$1.71K ﹤0.01% 2731
2024
Q3 		$5.41K Sell
169
-138
-45% -$4.44K ﹤0.01% 2548
2024
Q2 		$9.42K Buy
307
+181
+144% +$5.78K ﹤0.01% 2289
2024
Q1 		$4.44K Hold
126
– – ﹤0.01% 2578
2023
Q4 		$4.28K Hold
126
– – ﹤0.01% 2551
2023
Q3 		$3.71K Hold
126
– – ﹤0.01% 2594
2023
Q2 		$3.92K Sell
126
-75
-37% -$2.19K ﹤0.01% 2598
2023
Q1 		$4.93K Buy
201
+75
+60% +$1.93K ﹤0.01% 2512
2022
Q4 		$2.84K Buy
126
+27
+27% +$579 ﹤0.01% 2683
2022
Q3 		$2K Sell
99
-5
-5% -$125 ﹤0.01% 2857
2022
Q2 		$2K Buy
104
+83
+395% +$2.07K ﹤0.01% 2813
2022
Q1 		$1K Sell
21
-41
-66% -$1.48K ﹤0.01% 3072
2021
Q4 		$3K Buy
+62
New +$3.1K ﹤0.01% 2627
2021
Q3 		– Sell
-14
Closed -$1K – 3219
2021
Q2 		$1K Buy
+14
New +$813 ﹤0.01% 2848
2020
Q1 		– Sell
-100
Closed -$3K – 2454
2019
Q4 		$3K Hold
100
– – ﹤0.01% 1826
2019
Q3 		$3K Buy
+100
New +$2.63K ﹤0.01% 1759
2018
Q4 		– Sell
-300
Closed -$4K – 2078
2018
Q3 		$4K Buy
+300
New +$4.41K ﹤0.01% 1588
2016
Q3 		– Sell
-102
Closed -$1K – 1644
2016
Q2 		$1K Sell
102
-95
-48% -$1.28K ﹤0.01% 1369
2016
Q1 		$3K Buy
+197
New +$2.63K ﹤0.01% 1113

Other funds holding UPBD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.3B AUM 33.78% 1-Year Est. Return
Peregrine Capital Management
Peregrine Capital Management Minneapolis, Minnesota $2.95B AUM 28.43% 1-Year Est. Return

SignatureFD's UPBD Position: Q3 2026 in Review

SignatureFD increased its Upbound Group (UPBD) stake by 74% in Q3 2026, buying an estimated $25.1K and bringing the position to 3,050 shares worth $47.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1980.

SignatureFD first reported a position in UPBD in Q1 2016 and has held it in 26 quarters since. 109 funds tracked by Wall St. Rank hold UPBD as of Q3 2026.

  • SignatureFD held 3,050 shares of Upbound Group worth $47.9K as of Q3 2026.
  • SignatureFD bought 1,302 Upbound Group shares in Q3 2026, an estimated $25.1K.
  • Upbound Group made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #1980 holding.
  • SignatureFD first reported a position in Upbound Group in Q1 2016 and has held it in 26 quarters since.
  • 109 funds tracked by Wall St. Rank held Upbound Group as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.