Allworth Financial’s Upbound Group UPBD Stock Holding History

Allworth Financial’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	$13.1K	Buy	727 +313	+76%	+$6.1K	﹤0.01%	3314
2025 Q4	$7.27K	Buy	414 +197	+91%	+$3.81K	﹤0.01%	3483
2025 Q3	$5.13K	Buy	217 +109	+101%	+$2.69K	﹤0.01%	3529
2025 Q2	$2.71K	Buy	108 +74	+218%	+$1.73K	﹤0.01%	3573
2025 Q1	$705	Sell	34 -10	-23%	-$275	﹤0.01%	3589
2024 Q4	$1.3K	Hold	44	–	–	﹤0.01%	3312
2024 Q3	$1.41K	Sell	44 -8	-15%	-$257	﹤0.01%	3098
2024 Q2	$1.7K	Buy	52 +8	+18%	+$256	﹤0.01%	2990
2024 Q1	$1.55K	Hold	44	–	–	﹤0.01%	2916
2023 Q4	$1.5K	Sell	44 -508	-92%	-$15.1K	﹤0.01%	2803
2023 Q3	$16.3K	Buy	552 +11	+2%	+$343	﹤0.01%	1654
2023 Q2	$16.8K	Hold	541	–	–	﹤0.01%	1646
2023 Q1	$13.3K	Hold	541	–	–	﹤0.01%	1691
2022 Q4	$12.2K	Hold	541	–	–	﹤0.01%	1627
2022 Q3	$9K	Buy	541 +532	+5,911%	+$13.2K	﹤0.01%	1715
2022 Q2	$0	Buy	9 +1	+13%	+$25	﹤0.01%	2833
2022 Q1	$0	Buy	+8	New	+$289	﹤0.01%	2395

Other funds holding UPBD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

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

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

LSV Asset Management

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return