Virginia Retirement Systems’s Upbound Group UPBD Stock Holding History

Virginia Retirement Systems’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	$380K	Buy	17,900 +300	+2%	+$5.61K	﹤0.01%	1055
2026 Q1	$318K	Sell	17,600 -29,000	-62%	-$565K	﹤0.01%	841
2025 Q4	$818K	Sell	46,600 -40,000	-46%	-$773K	﹤0.01%	645
2025 Q3	$2.05M	Sell	86,600 -800	-0.9%	-$19.8K	0.01%	417
2025 Q2	$2.19M	Buy	87,400 +38,200	+78%	+$892K	0.02%	390
2025 Q1	$1.18M	Buy	+49,200	New	+$1.35M	0.01%	524
2021 Q2	–	Sell	-25,500	Closed	-$1.47M	–	1145
2021 Q1	$1.47M	Buy	25,500 +16,900	+197%	+$884K	0.01%	538
2020 Q4	$329K	Buy	+8,600	New	+$292K	﹤0.01%	954
2015 Q1	–	Sell	-25,100	Closed	-$912K	–	1037
2014 Q4	$912K	Buy	25,100 +1,300	+5%	+$41.9K	0.01%	547
2014 Q3	$722K	Buy	23,800 +2,200	+10%	+$59.2K	0.01%	592
2014 Q2	$619K	Sell	21,600 -100	-0.5%	-$2.83K	0.01%	641
2014 Q1	$577K	Buy	+21,700	New	+$588K	0.01%	632

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

Virginia Retirement Systems's UPBD Position: Q2 2026 in Review

Virginia Retirement Systems increased its Upbound Group (UPBD) stake by 1.7% in Q2 2026, buying an estimated $5.61K and bringing the position to 17,900 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #1055.

Virginia Retirement Systems first reported a position in UPBD in Q1 2014 and has held it in 12 quarters since. The position peaked at $2.19M in Q2 2025. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

Virginia Retirement Systems held 17,900 shares of Upbound Group worth $380K as of Q2 2026.
Virginia Retirement Systems bought 300 Upbound Group shares in Q2 2026, an estimated $5.61K.
Upbound Group made up ﹤0.01% of Virginia Retirement Systems's portfolio in Q2 2026, its #1055 holding.
Virginia Retirement Systems first reported a position in Upbound Group in Q1 2014 and has held it in 12 quarters since.
Virginia Retirement Systems's Upbound Group position peaked at $2.19M in Q2 2025.
258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Virginia Retirement Systems's 13F filing for Q2 2026, filed 25 Aug 2026.