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Truvestments Capital’s Upbound Group UPBD Stock Holding History

Truvestments 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
Q1 		$416K Hold
23,051
– – 0.08% 218
2025
Q4 		$405K Buy
23,051
+2,868
+14% +$55.5K 0.07% 200
2025
Q3 		$477K Buy
+20,183
New +$498K 0.09% 183

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

Truvestments Capital's UPBD Position: Q1 2026 in Review

Truvestments Capital held its Upbound Group (UPBD) position steady in Q1 2026 at 23,051 shares worth $416K. The position accounts for 0.08% of the portfolio, ranked #218.

Truvestments Capital first reported a position in UPBD in Q3 2025 and has held it in 3 quarters since. The position peaked at $477K in Q3 2025. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Truvestments Capital held 23,051 shares of Upbound Group worth $416K as of Q1 2026.
  • Truvestments Capital left its Upbound Group share count unchanged in Q1 2026.
  • Upbound Group made up 0.08% of Truvestments Capital's portfolio in Q1 2026, its #218 holding.
  • Truvestments Capital first reported a position in Upbound Group in Q3 2025 and has held it in 3 quarters since.
  • Truvestments Capital's Upbound Group position peaked at $477K in Q3 2025.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.