UB
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UMB Bank’s Upbound Group UPBD Stock Holding History

UMB Bank’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 		$9.22K Buy
511
+457
+846% +$8.9K ﹤0.01% 1886
2025
Q4 		$948 Sell
54
-157
-74% -$3.04K ﹤0.01% 2217
2025
Q3 		$4.99K Buy
211
+18
+9% +$444 ﹤0.01% 1881
2025
Q2 		$4.84K Buy
193
+71
+58% +$1.66K ﹤0.01% 1832
2025
Q1 		$2.92K Buy
122
+50
+69% +$1.37K ﹤0.01% 1901
2024
Q4 		$2.1K Sell
72
-24
-25% -$745 ﹤0.01% 1918
2024
Q3 		$3.07K Sell
96
-3
-3% -$96 ﹤0.01% 1873
2024
Q2 		$3.04K Buy
99
+81
+450% +$2.59K ﹤0.01% 1622
2024
Q1 		$634 Buy
+18
New +$601 ﹤0.01% 1920
2022
Q3 		– Sell
-177
Closed -$3K – 1981
2022
Q2 		$3K Hold
177
– – ﹤0.01% 1696
2022
Q1 		$4K Hold
177
– – ﹤0.01% 1723
2021
Q4 		$9K Buy
+177
New +$8.85K ﹤0.01% 1486

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

UMB Bank's UPBD Position: Q1 2026 in Review

UMB Bank increased its Upbound Group (UPBD) stake by 846% in Q1 2026, buying an estimated $8.9K and bringing the position to 511 shares worth $9.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1886.

UMB Bank first reported a position in UPBD in Q4 2021 and has held it in 12 quarters since. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • UMB Bank held 511 shares of Upbound Group worth $9.22K as of Q1 2026.
  • UMB Bank bought 457 Upbound Group shares in Q1 2026, an estimated $8.9K.
  • Upbound Group made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #1886 holding.
  • UMB Bank first reported a position in Upbound Group in Q4 2021 and has held it in 12 quarters since.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.