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Tower Research Capital (TRC)’s Upbound Group UPBD Stock Holding History

Tower Research Capital (TRC)’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 		$201K Buy
11,122
+9,938
+839% +$194K 0.01% 1613
2025
Q4 		$20.8K Sell
1,184
-2,011
-63% -$38.9K ﹤0.01% 3073
2025
Q3 		$75.5K Sell
3,195
-1,696
-35% -$41.9K ﹤0.01% 2221
2025
Q2 		$123K Buy
4,891
+1,574
+47% +$36.8K ﹤0.01% 2210
2025
Q1 		$79.5K Sell
3,317
-6,165
-65% -$169K ﹤0.01% 1901
2024
Q4 		$277K Sell
9,482
-3,999
-30% -$124K 0.01% 1475
2024
Q3 		$431K Buy
13,481
+5,406
+67% +$174K 0.01% 968
2024
Q2 		$248K Buy
8,075
+4,365
+118% +$139K ﹤0.01% 1907
2024
Q1 		$131K Sell
3,710
-6,701
-64% -$224K ﹤0.01% 1684
2023
Q4 		$354K Buy
10,411
+4,948
+91% +$147K ﹤0.01% 1657
2023
Q3 		$161K Buy
5,463
+4,311
+374% +$134K 0.01% 1593
2023
Q2 		$35.9K Sell
1,152
-2,309
-67% -$67.5K ﹤0.01% 2868
2023
Q1 		$85K Sell
3,461
-12,240
-78% -$315K ﹤0.01% 2016
2022
Q4 		$354K Buy
15,701
+1,290
+9% +$27.6K 0.01% 909
2022
Q3 		$252K Buy
14,411
+12,317
+588% +$307K ﹤0.01% 1697
2022
Q2 		$41K Sell
2,094
-2,322
-53% -$57.8K ﹤0.01% 3087
2022
Q1 		$111K Buy
4,416
+3,643
+471% +$132K ﹤0.01% 2127
2021
Q4 		$37K Sell
773
-626
-45% -$31.3K ﹤0.01% 3035
2021
Q3 		$79K Sell
1,399
-7,492
-84% -$441K ﹤0.01% 2607
2021
Q2 		$472K Buy
8,891
+1,073
+14% +$62.3K 0.01% 1241
2021
Q1 		$451K Buy
7,818
+5,883
+304% +$308K 0.01% 1322
2020
Q4 		$74K Sell
1,935
-15,146
-89% -$514K ﹤0.01% 2665
2020
Q3 		$510K Buy
17,081
+11,284
+195% +$334K 0.01% 1667
2020
Q2 		$161K Buy
+5,797
New +$129K 0.01% 2006
2019
Q4 		– Sell
-2,722
Closed -$70K – 4399
2019
Q3 		$70K Buy
2,722
+1,033
+61% +$27.1K ﹤0.01% 1562
2019
Q2 		$45K Buy
1,689
+942
+126% +$22.4K ﹤0.01% 1634
2019
Q1 		$16K Buy
+747
New +$13.8K ﹤0.01% 2412
2017
Q4 		– Sell
-13,234
Closed -$152K – 4042
2017
Q3 		$152K Sell
13,234
-2,608
-16% -$32.2K 0.01% 981
2017
Q2 		$185K Buy
15,842
+10,061
+174% +$114K 0.02% 357
2017
Q1 		$51K Buy
5,781
+5,728
+10,808% +$52.1K 0.01% 727
2016
Q4 		$1K Sell
53
-673
-93% -$7.5K ﹤0.01% 3666
2016
Q3 		$9K Sell
726
-3,065
-81% -$38.3K ﹤0.01% 2164
2016
Q2 		$46K Buy
+3,791
New +$51K ﹤0.01% 1620
2016
Q1 		– Sell
-829
Closed -$12K – 4964
2015
Q4 		$12K Sell
829
-1,617
-66% -$30.9K ﹤0.01% 1921
2015
Q3 		$59K Buy
2,446
+716
+41% +$19.2K 0.01% 905
2015
Q2 		$49K Sell
1,730
-10,921
-86% -$328K ﹤0.01% 1385
2015
Q1 		$347K Buy
12,651
+9,628
+318% +$293K 0.04% 225
2014
Q4 		$110K Buy
3,023
+2,547
+535% +$82K 0.01% 558
2014
Q3 		$14K Buy
+476
New +$12.8K ﹤0.01% 2599
2013
Q4 		– Sell
-7,245
Closed -$276K – 4935
2013
Q3 		$276K Buy
7,245
+7,195
+14,390% +$277K 0.03% 562
2013
Q2 		$2K Buy
+50
New +$1.81K ﹤0.01% 3525

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

Tower Research Capital (TRC)'s UPBD Position: Q1 2026 in Review

Tower Research Capital (TRC) increased its Upbound Group (UPBD) stake by 839% in Q1 2026, buying an estimated $194K and bringing the position to 11,122 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #1613.

Tower Research Capital (TRC) first reported a position in UPBD in Q2 2013 and has held it in 41 quarters since. The position peaked at $510K in Q3 2020. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Tower Research Capital (TRC) held 11,122 shares of Upbound Group worth $201K as of Q1 2026.
  • Tower Research Capital (TRC) bought 9,938 Upbound Group shares in Q1 2026, an estimated $194K.
  • Upbound Group made up 0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #1613 holding.
  • Tower Research Capital (TRC) first reported a position in Upbound Group in Q2 2013 and has held it in 41 quarters since.
  • Tower Research Capital (TRC)'s Upbound Group position peaked at $510K in Q3 2020.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.