Advisory Services Network’s Upbound Group UPBD Stock Holding History

Advisory Services Network’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 Q1	$5.54K	Buy	+307	New	+$5.98K	﹤0.01%	3805
2025 Q4	–	Sell	-300	Closed	-$7.09K	–	4122
2025 Q3	$7.09K	Buy	+300	New	+$7.41K	﹤0.01%	3411
2024 Q1	–	Sell	-870	Closed	-$29.6K	–	3547
2023 Q4	$29.6K	Buy	+870	New	+$25.9K	﹤0.01%	2308
2023 Q2	–	Sell	-870	Closed	-$21.3K	–	3544
2023 Q1	$21.3K	Hold	870	–	–	﹤0.01%	2498
2022 Q4	$19.6K	Buy	+870	New	+$18.6K	﹤0.01%	2488
2021 Q3	–	Sell	-3,579	Closed	-$190K	–	3125
2021 Q2	$190K	Sell	3,579 -14	-0.4%	-$813	0.01%	1294
2021 Q1	$207K	Buy	3,593 +737	+26%	+$38.6K	0.01%	1171
2020 Q4	$109K	Buy	2,856 +1,162	+69%	+$39.5K	﹤0.01%	1300
2020 Q3	$51K	Buy	+1,694	New	+$50.1K	﹤0.01%	1583
2020 Q2	–	Sell	-1,615	Closed	-$23K	–	2649
2020 Q1	$23K	Sell	1,615 -21	-1%	-$505	﹤0.01%	1797
2019 Q4	$47K	Buy	1,636 +1,486	+991%	+$38.8K	﹤0.01%	1522
2019 Q3	$4K	Hold	150	–	–	﹤0.01%	2493
2019 Q2	$4K	Hold	150	–	–	﹤0.01%	2491
2019 Q1	$3K	Buy	+150	New	+$2.76K	﹤0.01%	2274
2016 Q2	–	Sell	-245	Closed	-$4K	–	1949
2016 Q1	$4K	Hold	245	–	–	﹤0.01%	1341
2015 Q4	$4K	Buy	+245	New	+$4.68K	﹤0.01%	1213
2015 Q3	–	Sell	-59	Closed	-$2K	–	1593
2015 Q2	$2K	Sell	59 -75	-56%	-$2.25K	﹤0.01%	1288
2015 Q1	$4K	Hold	134	–	–	﹤0.01%	1073
2014 Q4	$4K	Buy	+134	New	+$4.32K	﹤0.01%	978

Other funds holding UPBD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

HCM

Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisory Services Network's UPBD Position: Q1 2026 in Review

Advisory Services Network opened a new position in Upbound Group (UPBD) in Q1 2026: 307 shares worth $5.54K. The stake represents ﹤0.01% of the portfolio and ranks #3805 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in UPBD as recently as Q3 2025.

Advisory Services Network first reported a position in UPBD in Q4 2014 and has held it in 19 quarters since. The position peaked at $207K in Q1 2021. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

Advisory Services Network held 307 shares of Upbound Group worth $5.54K as of Q1 2026.
Upbound Group was a new Advisory Services Network position in Q1 2026.
Upbound Group made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #3805 holding.
Advisory Services Network first reported a position in Upbound Group in Q4 2014 and has held it in 19 quarters since.
Advisory Services Network's Upbound Group position peaked at $207K in Q1 2021.
239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.