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Sterling Capital Management’s Upbound Group UPBD Stock Holding History

Sterling Capital Management’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 		$23.6K Sell
1,114
-149
-12% -$2.79K ﹤0.01% 1809
2026
Q1 		$22.8K Sell
1,263
-834
-40% -$16.3K ﹤0.01% 1976
2025
Q4 		$36.8K Sell
2,097
-317
-13% -$6.13K ﹤0.01% 1922
2025
Q3 		$57K Buy
2,414
+1,443
+149% +$35.6K ﹤0.01% 1716
2025
Q2 		$24.4K Buy
971
+916
+1,665% +$21.4K ﹤0.01% 1717
2025
Q1 		$1.32K Hold
55
– – ﹤0.01% 2724
2024
Q4 		$1.6K Hold
55
– – ﹤0.01% 2838
2024
Q3 		$1.76K Buy
+55
New +$1.77K ﹤0.01% 2242
2019
Q3 		$1.61M Buy
62,622
+710
+1% +$18.6K 0.02% 461
2019
Q2 		$1.65M Hold
61,912
– – 0.02% 453
2019
Q1 		$1.29M Hold
61,912
– – 0.01% 495
2018
Q4 		$1M Buy
+61,912
New +$899K 0.01% 535
2016
Q3 		– Sell
-44,473
Closed -$546K – 974
2016
Q2 		$546K Buy
+44,473
New +$599K 0.01% 720

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 $3.37T AUM 44.26% 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

Sterling Capital Management's UPBD Position: Q2 2026 in Review

Sterling Capital Management reduced its Upbound Group (UPBD) stake by 12% in Q2 2026, selling an estimated $2.79K and leaving 1,114 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1809.

Sterling Capital Management first reported a position in UPBD in Q2 2016 and has held it in 13 quarters since. The position peaked at $1.65M in Q2 2019. 259 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Sterling Capital Management held 1,114 shares of Upbound Group worth $23.6K as of Q2 2026.
  • Sterling Capital Management sold 149 Upbound Group shares in Q2 2026, an estimated $2.79K.
  • Upbound Group made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #1809 holding.
  • Sterling Capital Management first reported a position in Upbound Group in Q2 2016 and has held it in 13 quarters since.
  • Sterling Capital Management's Upbound Group position peaked at $1.65M in Q2 2019.
  • 259 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.