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Versant Capital Management’s Upbound Group UPBD Stock Holding History

Versant Capital Management’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 		$25.3K Sell
1,193
-943
-44% -$17.6K ﹤0.01% 1816
2026
Q1 		$38.6K Buy
2,136
+946
+79% +$18.4K ﹤0.01% 1389
2025
Q4 		$20.9K Buy
1,190
+739
+164% +$14.3K ﹤0.01% 1611
2025
Q3 		$10.7K Sell
451
-1,129
-71% -$27.9K ﹤0.01% 1908
2025
Q2 		$39.7K Buy
1,580
+635
+67% +$14.8K 0.01% 1107
2025
Q1 		$22.6K Buy
945
+921
+3,838% +$25.3K ﹤0.01% 1275
2024
Q4 		$700 Buy
24
+14
+140% +$435 ﹤0.01% 2242
2024
Q3 		$320 Sell
10
-356
-97% -$11.4K ﹤0.01% 1920
2024
Q2 		$11.2K Sell
366
-19
-5% -$607 ﹤0.01% 937
2024
Q1 		$13.6K Buy
385
+19
+5% +$635 ﹤0.01% 639
2023
Q4 		$12.4K Sell
366
-21
-5% -$625 ﹤0.01% 662
2023
Q3 		$11.4K Hold
387
– – ﹤0.01% 685
2023
Q2 		$12K Buy
387
+356
+1,148% +$10.4K ﹤0.01% 704
2023
Q1 		$723 Sell
31
-16
-34% -$412 ﹤0.01% 1524
2022
Q4 		$1.06K Buy
47
+6
+15% +$129 ﹤0.01% 1284
2022
Q3 		$1K Sell
41
-53
-56% -$1.32K ﹤0.01% 1362
2022
Q2 		$2K Buy
+94
New +$2.34K ﹤0.01% 1158
2020
Q2 		– Sell
-128
Closed -$1K – 1559
2020
Q1 		$1K Sell
128
-819
-86% -$19.7K ﹤0.01% 1218
2019
Q4 		$27K Hold
947
– – 0.01% 374
2019
Q3 		$24K Hold
947
– – 0.01% 404
2019
Q2 		$25K Sell
947
-433
-31% -$10.3K 0.01% 401
2019
Q1 		$28K Sell
1,380
-60
-4% -$1.11K 0.01% 464
2018
Q4 		$23K Hold
1,440
– – 0.01% 491
2018
Q3 		$20K Sell
1,440
-97
-6% -$1.43K 0.01% 643
2018
Q2 		$22K Sell
1,537
-203
-12% -$2.2K 0.01% 588
2018
Q1 		$15K Sell
1,740
-188
-10% -$1.8K 0.01% 750
2017
Q4 		$21K Buy
1,928
+139
+8% +$1.52K 0.01% 641
2017
Q3 		$20K Buy
1,789
+211
+13% +$2.61K 0.01% 595
2017
Q2 		$18K Buy
1,578
+556
+54% +$6.29K 0.01% 640
2017
Q1 		$9K Buy
1,022
+852
+501% +$7.75K 0.01% 889
2016
Q4 		$1K Sell
170
-1,297
-88% -$14.4K ﹤0.01% 1330
2016
Q3 		$18K Buy
1,467
+515
+54% +$6.44K 0.01% 607
2016
Q2 		$11K Sell
952
-415
-30% -$5.59K 0.01% 760
2016
Q1 		$21K Buy
+1,367
New +$18.2K 0.01% 501

Other funds holding UPBD

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Versant Capital Management's UPBD Position: Q2 2026 in Review

Versant Capital Management reduced its Upbound Group (UPBD) stake by 44% in Q2 2026, selling an estimated $17.6K and leaving 1,193 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1816.

Versant Capital Management first reported a position in UPBD in Q1 2016 and has held it in 34 quarters since. The position peaked at $39.7K in Q2 2025. 45 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Versant Capital Management held 1,193 shares of Upbound Group worth $25.3K as of Q2 2026.
  • Versant Capital Management sold 943 Upbound Group shares in Q2 2026, an estimated $17.6K.
  • Upbound Group made up ﹤0.01% of Versant Capital Management's portfolio in Q2 2026, its #1816 holding.
  • Versant Capital Management first reported a position in Upbound Group in Q1 2016 and has held it in 34 quarters since.
  • Versant Capital Management's Upbound Group position peaked at $39.7K in Q2 2025.
  • 45 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.