TI
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TrueMark Investments’s Upbound Group UPBD Stock Holding History

TrueMark 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
Q1 		– Sell
-15,541
Closed -$273K – 270
2025
Q4 		$273K Sell
15,541
-190,239
-92% -$3.68M 0.05% 186
2025
Q3 		$4.86M Buy
+205,780
New +$5.08M 0.85% 52

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TrueMark Investments's UPBD Position: Q1 2026 in Review

TrueMark Investments sold out of Upbound Group (UPBD) in Q1 2026, closing a stake of 15,541 shares — an estimated $273K sold.

TrueMark Investments first reported a position in UPBD in Q3 2025 and held it in 2 quarters. The position peaked at $4.86M in Q3 2025. 240 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • TrueMark Investments reported no remaining Upbound Group position as of Q1 2026 after selling out during the quarter.
  • TrueMark Investments sold 15,541 Upbound Group shares in Q1 2026, an estimated $273K.
  • TrueMark Investments first reported a position in Upbound Group in Q3 2025 and held it in 2 quarters.
  • TrueMark Investments's Upbound Group position peaked at $4.86M in Q3 2025.
  • 240 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on TrueMark Investments's 13F filing for Q1 2026, filed 20 Apr 2026.