Wolverine Asset Management’s Upbound Group UPBD Stock Holding History

Wolverine Asset 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
2020 Q1	–	Sell	-73,400	Closed	-$2.12M	–	1702
2019 Q4	$2.12M	Hold	73,400	–	–	0.02%	429
2019 Q3	$1.89M	Hold	73,400	–	–	0.02%	440
2019 Q2	$1.95M	Hold	73,400	–	–	0.03%	448
2019 Q1	$1.53M	Sell	73,400 -37,000	-34%	-$682K	0.02%	506
2018 Q4	$1.79M	Buy	110,400 +39,800	+56%	+$578K	0.02%	590
2018 Q3	$1.01M	Sell	70,600 -9,100	-11%	-$134K	0.01%	800
2018 Q2	$1.17M	Buy	79,700 +70,600	+776%	+$765K	0.02%	717
2018 Q1	$78K	Sell	9,100 -40,900	-82%	-$393K	﹤0.01%	1249
2017 Q4	$555K	Buy	+50,000	New	+$547K	0.01%	879

Other funds holding UPBD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Wolverine Asset Management's UPBD Position: Q1 2026 in Review

Wolverine Asset Management held its Upbound Group (UPBD) position steady in Q1 2026 at 8,652 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

Wolverine Asset Management first reported a position in UPBD in Q3 2014 and has held it in 37 quarters since. The position peaked at $5.66M in Q4 2018. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

Wolverine Asset Management held 8,652 shares of Upbound Group worth $156K as of Q1 2026.
Wolverine Asset Management left its Upbound Group share count unchanged in Q1 2026.
Upbound Group made up ﹤0.01% of Wolverine Asset Management's portfolio in Q1 2026, its #1119 holding.
Wolverine Asset Management first reported a position in Upbound Group in Q3 2014 and has held it in 37 quarters since.
Wolverine Asset Management's Upbound Group position peaked at $5.66M in Q4 2018.
239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Wolverine Asset Management's 13F filing for Q1 2026, filed 4 May 2026.