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Avion Wealth’s Upbound Group UPBD Stock Holding History

Avion 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 		$0 Buy
+29
New +$542 ﹤0.01% 1752

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

Avion Wealth's UPBD Position: Q2 2026 in Review

Avion Wealth opened a new position in Upbound Group (UPBD) in Q2 2026: 29 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1752 among its holdings.

258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Avion Wealth held 29 shares of Upbound Group worth $0 as of Q2 2026.
  • Upbound Group was a new Avion Wealth position in Q2 2026.
  • Upbound Group made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1752 holding.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.