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ALPS Advisors’s Upbound Group UPBD Stock Holding History

ALPS Advisors’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 		– Sell
-12,367
Closed -$223K – 1216
2026
Q1 		$223K Sell
12,367
-1,290
-9% -$25.1K ﹤0.01% 991
2025
Q4 		$240K Hold
13,657
– – ﹤0.01% 955
2025
Q3 		$323K Hold
13,657
– – ﹤0.01% 947
2025
Q2 		$343K Sell
13,657
-516
-4% -$12.1K ﹤0.01% 886
2025
Q1 		$340K Sell
14,173
-516
-4% -$14.2K ﹤0.01% 841
2024
Q4 		$428K Buy
14,689
+516
+4% +$16K ﹤0.01% 658
2024
Q3 		$453K Sell
14,173
-1,221
-8% -$39.2K ﹤0.01% 622
2024
Q2 		$473K Sell
15,394
-795
-5% -$25.4K ﹤0.01% 588
2024
Q1 		$570K Sell
16,189
-532
-3% -$17.8K ﹤0.01% 576
2023
Q4 		$568K Sell
16,721
-1,063
-6% -$31.7K ﹤0.01% 586
2023
Q3 		$524K Buy
+17,784
New +$555K ﹤0.01% 591
2022
Q1 		– Sell
-6,223
Closed -$299K – 971
2021
Q4 		$299K Buy
6,223
+124
+2% +$6.2K ﹤0.01% 833
2021
Q3 		$343K Buy
6,099
+681
+13% +$40.1K ﹤0.01% 773
2021
Q2 		$288K Hold
5,418
– – ﹤0.01% 857
2021
Q1 		$312K Sell
5,418
-3,525
-39% -$184K ﹤0.01% 802
2020
Q4 		$342K Sell
8,943
-272
-3% -$9.24K ﹤0.01% 626
2020
Q3 		$275K Buy
+9,215
New +$273K ﹤0.01% 589

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 $3.38T AUM 44.17% 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

ALPS Advisors's UPBD Position: Q2 2026 in Review

ALPS Advisors sold out of Upbound Group (UPBD) in Q2 2026, closing a stake of 12,367 shares — an estimated $223K sold.

ALPS Advisors first reported a position in UPBD in Q3 2020 and held it in 17 quarters. The position peaked at $570K in Q1 2024. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • ALPS Advisors reported no remaining Upbound Group position as of Q2 2026 after selling out during the quarter.
  • ALPS Advisors sold 12,367 Upbound Group shares in Q2 2026, an estimated $223K.
  • ALPS Advisors first reported a position in Upbound Group in Q3 2020 and held it in 17 quarters.
  • ALPS Advisors's Upbound Group position peaked at $570K in Q1 2024.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.