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Sunbelt Securities’s Upbound Group UPBD Stock Holding History

Sunbelt Securities’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 		$578 Buy
32
+11
+52% +$214 ﹤0.01% 2247
2025
Q4 		$369 Buy
21
+16
+320% +$309 ﹤0.01% 2295
2025
Q3 		$118 Buy
+5
New +$123 ﹤0.01% 2490
2023
Q3 		– Sell
-725
Closed -$22.6K – 1825
2023
Q2 		$22.6K Buy
+725
New +$21.2K ﹤0.01% 993

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

Sunbelt Securities's UPBD Position: Q1 2026 in Review

Sunbelt Securities increased its Upbound Group (UPBD) stake by 52% in Q1 2026, buying an estimated $214 and bringing the position to 32 shares worth $578. The position accounts for ﹤0.01% of the portfolio, ranked #2247.

Sunbelt Securities first reported a position in UPBD in Q2 2023 and has held it in 4 quarters since. The position peaked at $22.6K in Q2 2023. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Sunbelt Securities held 32 shares of Upbound Group worth $578 as of Q1 2026.
  • Sunbelt Securities bought 11 Upbound Group shares in Q1 2026, an estimated $214.
  • Upbound Group made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2247 holding.
  • Sunbelt Securities first reported a position in Upbound Group in Q2 2023 and has held it in 4 quarters since.
  • Sunbelt Securities's Upbound Group position peaked at $22.6K in Q2 2023.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.