YCM
UPBD icon

Yousif Capital Management’s Upbound Group UPBD Stock Holding History

Yousif 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 		$294K Buy
13,866
+11
+0.1% +$206 ﹤0.01% 1508
2026
Q1 		$250K Sell
13,855
-261
-2% -$5.09K ﹤0.01% 1681
2025
Q4 		$270K Sell
14,116
-1,870
-12% -$36.2K ﹤0.01% 1674
2025
Q3 		$378K Sell
15,986
-3,107
-16% -$76.7K ﹤0.01% 1546
2025
Q2 		$479K Buy
19,093
+777
+4% +$18.2K 0.01% 1476
2025
Q1 		$439K Sell
18,316
-99
-0.5% -$2.72K 0.01% 1493
2024
Q4 		$537K Sell
18,415
-315
-2% -$9.78K 0.01% 1451
2024
Q3 		$599K Buy
18,730
+656
+4% +$21.1K 0.01% 1426
2024
Q2 		$555K Sell
18,074
-2,057
-10% -$65.7K 0.01% 1430
2024
Q1 		$709K Sell
20,131
-2,050
-9% -$68.5K 0.01% 1357
2023
Q4 		$753K Sell
22,181
-670
-3% -$20K 0.01% 1360
2023
Q3 		$673K Sell
22,851
-4,026
-15% -$126K 0.01% 1338
2023
Q2 		$837K Sell
26,877
-1,647
-6% -$48.1K 0.01% 1243
2023
Q1 		$699K Sell
28,524
-1,960
-6% -$50.5K 0.01% 1328
2022
Q4 		$687K Sell
30,484
-11,105
-27% -$238K 0.01% 1360
2022
Q3 		$728K Sell
41,589
-1,272
-3% -$31.7K 0.01% 1350
2022
Q2 		$834K Sell
42,861
-9,840
-19% -$245K 0.01% 1321
2022
Q1 		$1.33M Sell
52,701
-925
-2% -$33.4K 0.01% 1218
2021
Q4 		$2.58M Buy
+53,626
New +$2.68M 0.03% 791

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Yousif Capital Management increased its Upbound Group (UPBD) stake by 0.08% in Q2 2026, buying an estimated $206 and bringing the position to 13,866 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

Yousif Capital Management first reported a position in UPBD in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.58M in Q4 2021. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Yousif Capital Management held 13,866 shares of Upbound Group worth $294K as of Q2 2026.
  • Yousif Capital Management bought 11 Upbound Group shares in Q2 2026, an estimated $206.
  • Upbound Group made up ﹤0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1508 holding.
  • Yousif Capital Management first reported a position in Upbound Group in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Upbound Group position peaked at $2.58M in Q4 2021.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.