Western Standard LLC’s Upbound Group UPBD Stock Holding History

Western Standard LLC’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	-100,000	Closed	-$1.76M	–	34
2025 Q4	$1.76M	Buy	+100,000	New	+$1.93M	0.81%	23

Other funds holding UPBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

HCM

Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Western Standard LLC's UPBD Position: Q1 2026 in Review

Western Standard LLC sold out of Upbound Group (UPBD) in Q1 2026, closing a stake of 100,000 shares — an estimated $1.76M sold.

Western Standard LLC first reported a position in UPBD in Q4 2025 and held it in 1 quarter. The position peaked at $1.76M in Q4 2025. 240 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

Western Standard LLC reported no remaining Upbound Group position as of Q1 2026 after selling out during the quarter.
Western Standard LLC sold 100,000 Upbound Group shares in Q1 2026, an estimated $1.76M.
Western Standard LLC first reported a position in Upbound Group in Q4 2025 and held it in 1 quarter.
Western Standard LLC's Upbound Group position peaked at $1.76M in Q4 2025.
240 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Western Standard LLC's 13F filing for Q1 2026, filed 5 May 2026.