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Ankerstar Wealth’s Upbound Group UPBD Stock Holding History

Ankerstar Wealth’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 		$194 Sell
9
-6
-40% -$112 ﹤0.01% 890
2026
Q1 		$271 Buy
15
+8
+114% +$156 ﹤0.01% 788
2025
Q4 		$123 Buy
+7
New +$135 ﹤0.01% 982

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

Ankerstar Wealth's UPBD Position: Q2 2026 in Review

Ankerstar Wealth reduced its Upbound Group (UPBD) stake by 40% in Q2 2026, selling an estimated $112 and leaving 9 shares worth $194. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Ankerstar Wealth first reported a position in UPBD in Q4 2025 and has held it in 3 quarters since. The position peaked at $271 in Q1 2026. 255 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Ankerstar Wealth held 9 shares of Upbound Group worth $194 as of Q2 2026.
  • Ankerstar Wealth sold 6 Upbound Group shares in Q2 2026, an estimated $112.
  • Upbound Group made up ﹤0.01% of Ankerstar Wealth's portfolio in Q2 2026, its #890 holding.
  • Ankerstar Wealth first reported a position in Upbound Group in Q4 2025 and has held it in 3 quarters since.
  • Ankerstar Wealth's Upbound Group position peaked at $271 in Q1 2026.
  • 255 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Ankerstar Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.