Zurich Cantonal Bank’s Upbound Group UPBD Stock Holding History

Zurich Cantonal Bank’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	$331K	Hold	15,612	–	–	﹤0.01%	2145
2026 Q1	$282K	Buy	+15,612	New	+$304K	﹤0.01%	2123
2025 Q4	–	Sell	-15,612	Closed	-$302K	–	3414
2025 Q3	$369K	Hold	15,612	–	–	﹤0.01%	1892
2025 Q2	$392K	Hold	15,612	–	–	﹤0.01%	1802
2025 Q1	$374K	Buy	15,612 +3,560	+30%	+$97.8K	﹤0.01%	1774
2024 Q4	$352K	Buy	12,052 +1,378	+13%	+$42.8K	﹤0.01%	1841
2024 Q3	$341K	Hold	10,674	–	–	﹤0.01%	1799
2024 Q2	$328K	Buy	10,674 +2,664	+33%	+$85.1K	﹤0.01%	1775
2024 Q1	$282K	Sell	8,010 -3,529	-31%	-$118K	﹤0.01%	1853
2023 Q4	$392K	Buy	11,539 +1,644	+17%	+$49K	﹤0.01%	1672
2023 Q3	$291K	Buy	9,895 +213	+2%	+$6.64K	﹤0.01%	1722
2023 Q2	$301K	Hold	9,682	–	–	﹤0.01%	1671
2023 Q1	$237K	Hold	9,682	–	–	﹤0.01%	1767
2022 Q4	$218K	Buy	9,682 +2,068	+27%	+$44.3K	﹤0.01%	1768
2022 Q3	$133K	Hold	7,614	–	–	﹤0.01%	2006
2022 Q2	$148K	Hold	7,614	–	–	﹤0.01%	1977
2022 Q1	$192K	Hold	7,614	–	–	﹤0.01%	1912
2021 Q4	$366K	Buy	7,614 +2,684	+54%	+$134K	﹤0.01%	1677
2021 Q3	$277K	Hold	4,930	–	–	﹤0.01%	1704
2021 Q2	$262K	Sell	4,930 -2,493	-34%	-$145K	﹤0.01%	1635
2021 Q1	$428K	Sell	7,423 -914	-11%	-$47.8K	﹤0.01%	1330
2020 Q4	$319K	Buy	8,337 +1,396	+20%	+$47.4K	﹤0.01%	1558
2020 Q3	$207K	Buy	6,941 +2,331	+51%	+$68.9K	﹤0.01%	1562
2020 Q2	$128K	Sell	4,610 -4,220	-48%	-$93.8K	﹤0.01%	1818
2020 Q1	$125K	Hold	8,830	–	–	﹤0.01%	1482
2019 Q4	$255K	Hold	8,830	–	–	﹤0.01%	1205
2019 Q3	$228K	Hold	8,830	–	–	﹤0.01%	1183
2019 Q2	$235K	Buy	8,830 +1,642	+23%	+$39K	﹤0.01%	1159
2019 Q1	$150K	Buy	7,188 +5,534	+335%	+$102K	﹤0.01%	1329
2018 Q4	$27K	Hold	1,654	–	–	﹤0.01%	2350
2018 Q3	$24K	Hold	1,654	–	–	﹤0.01%	2444
2018 Q2	$24K	Hold	1,654	–	–	﹤0.01%	2391
2018 Q1	$14K	Sell	1,654 -6	-0.4%	-$58	﹤0.01%	2468
2017 Q4	$18K	Hold	1,660	–	–	﹤0.01%	2435
2017 Q3	$19K	Buy	1,660 +6	+0.4%	+$74	﹤0.01%	2278
2017 Q2	$19K	Sell	1,654 -6	-0.4%	-$68	﹤0.01%	2271
2017 Q1	$15K	Hold	1,660	–	–	﹤0.01%	2399
2016 Q4	$19K	Hold	1,660	–	–	﹤0.01%	2293
2016 Q3	$21K	Buy	1,660 +492	+42%	+$6.15K	﹤0.01%	2219
2016 Q2	$14K	Hold	1,168	–	–	﹤0.01%	2262
2016 Q1	$19K	Hold	1,168	–	–	﹤0.01%	2101
2015 Q4	$17K	Buy	1,168 +628	+116%	+$12K	﹤0.01%	2186
2015 Q3	$13K	Buy	540 +354	+190%	+$9.51K	﹤0.01%	1752
2015 Q2	$5K	Hold	186	–	–	﹤0.01%	1957
2015 Q1	$5K	Buy	+186	New	+$5.67K	﹤0.01%	1940

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

Zurich Cantonal Bank's UPBD Position: Q2 2026 in Review

Zurich Cantonal Bank held its Upbound Group (UPBD) position steady in Q2 2026 at 15,612 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

Zurich Cantonal Bank first reported a position in UPBD in Q1 2015 and has held it in 45 quarters since. The position peaked at $428K in Q1 2021. 257 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

Zurich Cantonal Bank held 15,612 shares of Upbound Group worth $331K as of Q2 2026.
Zurich Cantonal Bank left its Upbound Group share count unchanged in Q2 2026.
Upbound Group made up ﹤0.01% of Zurich Cantonal Bank's portfolio in Q2 2026, its #2145 holding.
Zurich Cantonal Bank first reported a position in Upbound Group in Q1 2015 and has held it in 45 quarters since.
Zurich Cantonal Bank's Upbound Group position peaked at $428K in Q1 2021.
257 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.