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SummitTX Capital’s Upbound Group UPBD Stock Holding History

SummitTX Capital’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 		– Sell
-10,625
Closed -$187K – 979
2025
Q4 		$187K Buy
+10,625
New +$205K 0.01% 653
2025
Q3 		– Sell
-12,468
Closed -$313K – 990
2025
Q2 		$313K Sell
12,468
-446
-3% -$10.4K 0.01% 607
2025
Q1 		$309K Buy
+12,914
New +$355K 0.01% 654

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T 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 $871B AUM 31.28% 1-Year Est. Return

SummitTX Capital's UPBD Position: Q1 2026 in Review

SummitTX Capital sold out of Upbound Group (UPBD) in Q1 2026, closing a stake of 10,625 shares — an estimated $187K sold.

SummitTX Capital first reported a position in UPBD in Q1 2025 and held it in 3 quarters. The position peaked at $313K in Q2 2025. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • SummitTX Capital reported no remaining Upbound Group position as of Q1 2026 after selling out during the quarter.
  • SummitTX Capital sold 10,625 Upbound Group shares in Q1 2026, an estimated $187K.
  • SummitTX Capital first reported a position in Upbound Group in Q1 2025 and held it in 3 quarters.
  • SummitTX Capital's Upbound Group position peaked at $313K in Q2 2025.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.