Diversified Trust Co UPBD "Rent-A-Center, Inc." COM

Ownership history in Diversified Trust Co  ·  8 quarters on record

AI Ownership Summary

Diversified Trust Co reported "Rent-A-Center, Inc." COM (UPBD) in 8 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows UPBD at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UPBD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Diversified Trust Co's position in "Rent-A-Center, Inc." COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UPBD was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Diversified Trust Co held UPBD — position size vs. price
% of Fund (quarterly)    UPBD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 20,608 +2,462 +13.6% 0.01% $372K 2026-04-16 $18.88
2025 Q4 UNCHANGED 18,146 0% 0.01% $319K 2026-01-09 $19.42
2025 Q3 ADDED 18,146 +2,223 +14.0% 0.01% $429K 2025-10-20 $21.41
2025 Q2 ADDED 15,923 +1,543 +10.7% 0.01% $400K 2025-07-11 $24.70
2025 Q1 ADDED 14,380 +9,914 +222.0% 0.01% $345K 2025-04-24 $19.22
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Diversified Trust Co and UPBD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Diversified Trust Co reported owning UPBD?

Diversified Trust Co reported UPBD across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported UPBD position in Diversified Trust Co's portfolio?

The largest reported portfolio weight for UPBD was 0.01% in 2025 Q2.

What is the latest reported UPBD position on this page?

The most recent filing on this page is 2026 Q1, when Diversified Trust Co reported 20,608 shares, equal to 0.01% of portfolio, with an estimated market value of $372K.

What does the chart on this UPBD ownership page compare?

The chart compares Diversified Trust Co's quarterly UPBD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Diversified Trust Co time their UPBD position?

Based on 13F filing dates vs. subsequent UPBD price moves, Diversified Trust Co correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on UPBD relative to SPY over the holding period was -166.7%.

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