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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
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 		$3.33K Sell
114
-55
-33% -$1.71K ﹤0.01% 2731
2024
Q3 		$5.41K Sell
169
-138
-45% -$4.43K ﹤0.01% 2548
2024
Q2 		$9.43K 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

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

SignatureFD's UPBD Position: Q2 2026 in Review

SignatureFD increased its Upbound Group (UPBD) stake by 126% in Q2 2026, buying an estimated $18.2K and bringing the position to 1,748 shares worth $37.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2042.

SignatureFD first reported a position in UPBD in Q1 2016 and has held it in 25 quarters since. 45 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • SignatureFD held 1,748 shares of Upbound Group worth $37.1K as of Q2 2026.
  • SignatureFD bought 976 Upbound Group shares in Q2 2026, an estimated $18.2K.
  • Upbound Group made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #2042 holding.
  • SignatureFD first reported a position in Upbound Group in Q1 2016 and has held it in 25 quarters since.
  • 45 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.