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 Q2	$779K	Sell	36,700 -822	-2%	-$15.4K	0.04%	261
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Global Investments's UPBD Position: Q2 2026 in Review

Summit Global Investments reduced its Upbound Group (UPBD) stake by 2.2% in Q2 2026, selling an estimated $15.4K and leaving 36,700 shares worth $779K. The position accounts for 0.04% of the portfolio, ranked #261.

Summit Global Investments first reported a position in UPBD in Q2 2020 and has held it in 7 quarters since. The position peaked at $1.22M in Q3 2024. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

Summit Global Investments held 36,700 shares of Upbound Group worth $779K as of Q2 2026.
Summit Global Investments sold 822 Upbound Group shares in Q2 2026, an estimated $15.4K.
Upbound Group made up 0.04% of Summit Global Investments's portfolio in Q2 2026, its #261 holding.
Summit Global Investments first reported a position in Upbound Group in Q2 2020 and has held it in 7 quarters since.
Summit Global Investments's Upbound Group position peaked at $1.22M in Q3 2024.
258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.