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UPBD icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
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
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ALPS Advisors's UPBD Position: Q1 2026 in Review

ALPS Advisors reduced its Upbound Group (UPBD) stake by 9.4% in Q1 2026, selling an estimated $25.1K and leaving 12,367 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

ALPS Advisors first reported a position in UPBD in Q3 2020 and has held it in 17 quarters since. The position peaked at $570K in Q1 2024. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • ALPS Advisors held 12,367 shares of Upbound Group worth $223K as of Q1 2026.
  • ALPS Advisors sold 1,290 Upbound Group shares in Q1 2026, an estimated $25.1K.
  • Upbound Group made up ﹤0.01% of ALPS Advisors's portfolio in Q1 2026, its #991 holding.
  • ALPS Advisors first reported a position in Upbound Group in Q3 2020 and has held it in 17 quarters since.
  • ALPS Advisors's Upbound Group position peaked at $570K in Q1 2024.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.