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SJS Investment Consulting’s Upbound Group UPBD Stock Holding History

SJS Investment Consulting’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 		$2.89K Buy
136
+129
+1,843% +$2.41K ﹤0.01% 1620
2026
Q1 		$127 Buy
7
+4
+133% +$78 ﹤0.01% 2093
2025
Q4 		$53 Buy
+3
New +$58 ﹤0.01% 2015
2025
Q3 		– Sell
-6
Closed -$151 – 1694
2025
Q2 		$151 Sell
6
-5
-45% -$117 ﹤0.01% 1425
2025
Q1 		$264 Sell
11
-1
-8% -$27 ﹤0.01% 1406
2024
Q4 		$351 Sell
12
-4
-25% -$124 ﹤0.01% 1357
2024
Q3 		$512 Hold
16
– – ﹤0.01% 1320
2024
Q2 		$492 Hold
16
– – ﹤0.01% 1302
2024
Q1 		$564 Hold
16
– – ﹤0.01% 1245
2023
Q4 		$544 Hold
16
– – ﹤0.01% 1219
2023
Q3 		$472 Hold
16
– – ﹤0.01% 1234
2023
Q2 		$499 Buy
16
+2
+14% +$58 ﹤0.01% 1170
2023
Q1 		$344 Buy
14
+1
+8% +$26 ﹤0.01% 1254
2022
Q4 		$293 Buy
13
+7
+117% +$150 ﹤0.01% 1348
2022
Q3 		$0 Buy
+6
New +$149 ﹤0.01% 1567
2022
Q1 		$0 Buy
+2
New +$72 ﹤0.01% 1348

Other funds holding UPBD

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 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
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 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

SJS Investment Consulting's UPBD Position: Q2 2026 in Review

SJS Investment Consulting increased its Upbound Group (UPBD) stake by 1,843% in Q2 2026, buying an estimated $2.41K and bringing the position to 136 shares worth $2.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1620.

SJS Investment Consulting first reported a position in UPBD in Q1 2022 and has held it in 16 quarters since. 53 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • SJS Investment Consulting held 136 shares of Upbound Group worth $2.89K as of Q2 2026.
  • SJS Investment Consulting bought 129 Upbound Group shares in Q2 2026, an estimated $2.41K.
  • Upbound Group made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1620 holding.
  • SJS Investment Consulting first reported a position in Upbound Group in Q1 2022 and has held it in 16 quarters since.
  • 53 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.