Trust Company’s Upbound Group UPBD Stock Holding History

Trust Company’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	$340	Hold	16	–	–	﹤0.01%	829
2026 Q1	$289	Hold	16	–	–	﹤0.01%	832
2025 Q4	$281	Buy	+16	New	+$309	﹤0.01%	830

Other funds holding UPBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Trust Company's UPBD Position: Q2 2026 in Review

Trust Company held its Upbound Group (UPBD) position steady in Q2 2026 at 16 shares worth $340. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Trust Company first reported a position in UPBD in Q4 2025 and has held it in 3 quarters since. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

Trust Company held 16 shares of Upbound Group worth $340 as of Q2 2026.
Trust Company left its Upbound Group share count unchanged in Q2 2026.
Upbound Group made up ﹤0.01% of Trust Company's portfolio in Q2 2026, its #829 holding.
Trust Company first reported a position in Upbound Group in Q4 2025 and has held it in 3 quarters since.
258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.