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Ameritas Advisory Services’s Upbound Group UPBD Stock Holding History

Ameritas Advisory Services’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
2025
Q4 		– Sell
-675
Closed -$15.9K – 2049
2025
Q3 		$15.9K Sell
675
-172
-20% -$4.25K ﹤0.01% 1513
2025
Q2 		$21.3K Buy
+847
New +$19.8K ﹤0.01% 1711
2023
Q2 		– Sell
-114
Closed -$2.79K – 2407
2023
Q1 		$2.79K Buy
+114
New +$2.94K ﹤0.01% 2317

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameritas Advisory Services's UPBD Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Upbound Group (UPBD) in Q4 2025, closing a stake of 675 shares — an estimated $15.9K sold.

Ameritas Advisory Services first reported a position in UPBD in Q1 2023 and held it in 3 quarters. The position peaked at $21.3K in Q2 2025. 237 funds tracked by Wall St. Rank hold UPBD as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Upbound Group position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 675 Upbound Group shares in Q4 2025, an estimated $15.9K.
  • Ameritas Advisory Services first reported a position in Upbound Group in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Upbound Group position peaked at $21.3K in Q2 2025.
  • 237 funds tracked by Wall St. Rank held Upbound Group as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.