MOODY NATIONAL BANK TRUST DIVISION UPBD — Upbound Group Inc

Ownership history in MOODY NATIONAL BANK TRUST DIVISION  ·  4 quarters on record

AI Ownership Summary

MOODY NATIONAL BANK TRUST DIVISION reported Upbound Group Inc (UPBD) in 4 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.03% in 2024 Q4. The latest visible filing shows UPBD at 0.02% 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.

What this UPBD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MOODY NATIONAL BANK TRUST DIVISION's position in Upbound Group Inc, 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 Q2

UPBD was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q2

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.

UPBD stock page MOODY NATIONAL BANK TRUST DIVISION fund profile MOODY NATIONAL BANK TRUST DIVISION full holdings
How MOODY NATIONAL BANK TRUST DIVISION 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 10,719 +1,944 +22.2% 0.02% $227K 2026-07-07 $20.51
2025 Q3 UNCHANGED — — — 8,775 — 0% 0.02% $207K 2025-10-06 $20.65
2025 Q2 ADDED — — — 8,775 +501 +6.1% 0.02% $220K 2025-07-10 $24.75
2024 Q4 INITIATED — — — 8,274 — — 0.03% $241K 2025-01-13 $25.98

🏢 Other funds also holding UPBD

As of 2026 Q2 — sorted by position size

Huber Capital Management LLC 3Y 7Y 3.32% MILLER VALUE PARTNERS, LLC 3Y 7Y 1.29% Mork Capital Management, LLC 3Y 7Y 0.85% Bragg Financial Advisors, Inc 3Y 7Y 0.68% CLARK ESTATES INC/NY 3Y 7Y 0.55% Range Financial Group LLC 3Y 0.48% OPTIMIZE FINANCIAL INC. 0.25% KENNEDY CAPITAL MANAGEMENT LLC 3Y 7Y 0.24% Inspire Advisors, LLC 3Y 0.23% Kendall Capital Management 3Y 7Y 0.21%

FAQ About MOODY NATIONAL BANK TRUST DIVISION and UPBD

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

How long has MOODY NATIONAL BANK TRUST DIVISION reported owning UPBD?

MOODY NATIONAL BANK TRUST DIVISION reported UPBD across 4 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported UPBD position in MOODY NATIONAL BANK TRUST DIVISION's portfolio?

The largest reported portfolio weight for UPBD was 0.03% in 2024 Q4.

What is the latest reported UPBD position on this page?

The most recent filing on this page is 2026 Q2, when MOODY NATIONAL BANK TRUST DIVISION reported 10,719 shares, equal to 0.02% of portfolio, with an estimated market value of $227K.

What does the chart on this UPBD ownership page compare?

The chart compares MOODY NATIONAL BANK TRUST DIVISION'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.

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