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UPBD icon

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
Q2 		$49.9K Buy
2,352
+1,625
+224% +$30.4K ﹤0.01% 2489
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% 2832
2022
Q1 		$0 Buy
+8
New +$289 ﹤0.01% 2395

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allworth Financial's UPBD Position: Q2 2026 in Review

Allworth Financial increased its Upbound Group (UPBD) stake by 224% in Q2 2026, buying an estimated $30.4K and bringing the position to 2,352 shares worth $49.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2489.

Allworth Financial first reported a position in UPBD in Q1 2022 and has held it in 18 quarters since. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Allworth Financial held 2,352 shares of Upbound Group worth $49.9K as of Q2 2026.
  • Allworth Financial bought 1,625 Upbound Group shares in Q2 2026, an estimated $30.4K.
  • Upbound Group made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2489 holding.
  • Allworth Financial first reported a position in Upbound Group in Q1 2022 and has held it in 18 quarters since.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.