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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
Q2 		$237K Buy
+11,180
New +$209K 0.01% 703
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 $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

SummitTX Capital's UPBD Position: Q2 2026 in Review

SummitTX Capital opened a new position in Upbound Group (UPBD) in Q2 2026: 11,180 shares worth $237K. The stake represents 0.01% of the portfolio and ranks #703 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in UPBD as recently as Q4 2025.

SummitTX Capital first reported a position in UPBD in Q1 2025 and has held it in 4 quarters since. The position peaked at $313K in Q2 2025. 259 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • SummitTX Capital held 11,180 shares of Upbound Group worth $237K as of Q2 2026.
  • Upbound Group was a new SummitTX Capital position in Q2 2026.
  • Upbound Group made up 0.01% of SummitTX Capital's portfolio in Q2 2026, its #703 holding.
  • SummitTX Capital first reported a position in Upbound Group in Q1 2025 and has held it in 4 quarters since.
  • SummitTX Capital's Upbound Group position peaked at $313K in Q2 2025.
  • 259 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.