VI
UPBD icon

Vestcor Inc’s Upbound Group UPBD Stock Holding History

Vestcor Inc’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
-979
Closed -$17K – 1297
2025
Q4 		$17K Hold
979
– – ﹤0.01% 1116
2025
Q3 		$23K Sell
979
-3,640
-79% -$89.9K ﹤0.01% 1140
2025
Q2 		$116K Buy
4,619
+3,640
+372% +$85K ﹤0.01% 1050
2025
Q1 		$23K Sell
979
-4,994
-84% -$137K ﹤0.01% 1115
2024
Q4 		$174K Buy
+5,973
New +$185K 0.01% 1017
2024
Q3 		– Sell
-2,086
Closed -$64K – 1210
2024
Q2 		$64K Sell
2,086
-4,171
-67% -$133K ﹤0.01% 1086
2024
Q1 		$220K Sell
6,257
-1,391
-18% -$46.5K 0.01% 936
2023
Q4 		$260K Hold
7,648
– – 0.01% 895
2023
Q3 		$225K Buy
+7,648
New +$239K 0.01% 940
2022
Q1 		– Sell
-2,452
Closed -$118K – 1541
2021
Q4 		$118K Sell
2,452
-276
-10% -$13.8K ﹤0.01% 999
2021
Q3 		$153K Hold
2,728
– – 0.01% 916
2021
Q2 		$145K Hold
2,728
– – ﹤0.01% 971
2021
Q1 		$157K Sell
2,728
-993
-27% -$51.9K 0.01% 876
2020
Q4 		$142K Buy
3,721
+993
+36% +$33.7K 0.01% 804
2020
Q3 		$82K Hold
2,728
– – ﹤0.01% 784
2020
Q2 		$76K Sell
2,728
-57,363
-95% -$1.27M ﹤0.01% 733
2020
Q1 		$850K Buy
60,091
+3,491
+6% +$84K 0.05% 337
2019
Q4 		$1.63M Buy
+56,600
New +$1.48M 0.08% 284

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

Vestcor Inc's UPBD Position: Q1 2026 in Review

Vestcor Inc sold out of Upbound Group (UPBD) in Q1 2026, closing a stake of 979 shares — an estimated $17K sold.

Vestcor Inc first reported a position in UPBD in Q4 2019 and held it in 18 quarters. The position peaked at $1.63M in Q4 2019. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Vestcor Inc reported no remaining Upbound Group position as of Q1 2026 after selling out during the quarter.
  • Vestcor Inc sold 979 Upbound Group shares in Q1 2026, an estimated $17K.
  • Vestcor Inc first reported a position in Upbound Group in Q4 2019 and held it in 18 quarters.
  • Vestcor Inc's Upbound Group position peaked at $1.63M in Q4 2019.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Vestcor Inc's 13F filing for Q1 2026, filed 12 May 2026.