Upbound Group, Inc.
DE ˙ DB ˙ US76009N1000
15,48 € ↑0,24 (1,58%)
2026-06-05
DEL PRIS
SecurityDE:RAC / Upbound Group, Inc.
InstitutionBragg Financial Advisors, Inc
Latest Disclosed Ownership1,122,938 shares
Latest Disclosed Value $ 20,269,031
Bragg Financial Advisors, Inc reports 1.62% increase in ownership of RAC / Upbound Group, Inc.

On May 15, 2026 - Bragg Financial Advisors, Inc filed a 13F-HR form disclosing ownership of 1,122,938 shares of Upbound Group, Inc. (DE:RAC) valued at $17,517,833 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,105,047 shares of Upbound Group, Inc.. This represents a change in shares of 1.62% during the quarter. The current value of the position is $17,377,466 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F UPBOUND GROUP COM 76009N100 1,122,938 17,891 1.62 20,269 4.46 0.6411
2026-02-13 2025-12-31 13F UPBOUND GROUP COM 76009N100 1,105,047 119,158 12.09 19,405 -16.71 0.6317
2025-11-13 2025-09-30 13F UPBOUND GROUP COM 76009N100 985,889 96,246 10.82 23,297 4.33 0.7706
2025-08-14 2025-06-30 13F UPBOUND GROUP COM 76009N100 889,643 165,412 22.84 22,330 28.69 0.7978
2025-05-14 2025-03-31 13F UPBOUND GROUP COM 76009N100 724,231 318,060 78.31 17,353 46.46 0.7137
2025-02-13 2024-12-31 13F UPBOUND GROUP COM 76009N100 406,171 50,133 14.08 11,848 4.03 0.4798
2024-11-14 2024-09-30 13F UPBOUND GROUP COM 76009N100 356,038 2,800 0.79 11,390 5.03 0.4687
2024-08-15 2024-06-30 13F UPBOUND GROUP COM 76009N100 353,238 100,525 39.78 10,844 21.87 0.4840
2024-05-14 2024-03-31 13F/A-1 UPBOUND GROUP COM 76009N100 252,713 10,100 4.16 8,898 7.97 0.3992
2024-05-14 2024-03-31 13F UPBOUND GROUP COM 76009N100 252,713 10,100 8,898 0.3992
2024-02-14 2023-12-31 13F UPBOUND GROUP COM 76009N100 242,613 30,513 14.39 8,242 31.94 0.3920
2023-11-14 2023-09-30 13F UPBOUND GROUP COM 76009N100 212,100 52,630 33.00 6,246 25.83 0.3298
2023-08-15 2023-06-30 13F UPBOUND GROUP COM 76009N100 159,470 3,275 2.10 4,964 29.68 0.2726
2023-05-15 2023-03-31 13F UPBOUND GROUP COM 76009N100 156,195 2,148 1.39 3,828 10.22 0.2258
2023-02-15 2022-12-31 13F RENT A CTR INC COM 76009N100 154,047 4,047 2.70 3,474 32.25 0.2112
2022-11-14 2022-09-30 13F RENT A CTR INC COM 76009N100 150,000 150,000 2,626 0.1811
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.