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Bay Harbor Wealth Management’s Upbound Group UPBD Stock Holding History

Bay Harbor Wealth Management’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
-1
Closed -$23 – 1347
2025
Q3 		$23 Sell
1
-1
-50% -$25 ﹤0.01% 1272
2025
Q2 		$50 Buy
2
+1
+100% +$23 ﹤0.01% 1195
2025
Q1 		$23 Buy
+1
New +$27 ﹤0.01% 1120

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bay Harbor Wealth Management's UPBD Position: Q4 2025 in Review

Bay Harbor Wealth Management sold out of Upbound Group (UPBD) in Q4 2025, closing a stake of 1 share — an estimated $23 sold.

Bay Harbor Wealth Management first reported a position in UPBD in Q1 2025 and held it in 3 quarters. The position peaked at $50 in Q2 2025. 237 funds tracked by Wall St. Rank hold UPBD as of Q4 2025.

  • Bay Harbor Wealth Management reported no remaining Upbound Group position as of Q4 2025 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 1 Upbound Group share in Q4 2025, an estimated $23.
  • Bay Harbor Wealth Management first reported a position in Upbound Group in Q1 2025 and held it in 3 quarters.
  • Bay Harbor Wealth Management's Upbound Group position peaked at $50 in Q2 2025.
  • 237 funds tracked by Wall St. Rank held Upbound Group as of Q4 2025.

Based on Bay Harbor Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.