SGI
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Summit Global Investments’s Upbound Group UPBD Stock Holding History

Summit Global Investments’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
Q1 		$677K Sell
37,522
-1,617
-4% -$31.5K 0.04% 274
2025
Q4 		$687K Sell
39,139
-2,122
-5% -$41K 0.04% 262
2025
Q3 		$975K Sell
41,261
-877
-2% -$21.7K 0.06% 202
2025
Q2 		$1.06M Buy
+42,138
New +$984K 0.06% 195
2024
Q4 		– Sell
-37,997
Closed -$1.22M – 642
2024
Q3 		$1.22M Buy
+37,997
New +$1.22M 0.08% 212
2020
Q3 		– Sell
-15,000
Closed -$417K – 269
2020
Q2 		$417K Buy
+15,000
New +$333K 0.05% 200

Other funds holding UPBD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return