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Beacon Financial Group’s Upbound Group UPBD Stock Holding History

Beacon Financial Group’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 		$1.62M Buy
76,108
+117
+0.2% +$2.19K 0.15% 139
2026
Q1 		$1.37M Buy
75,991
+74
+0.1% +$1.44K 0.14% 149
2025
Q4 		$1.33M Buy
75,917
+41
+0.1% +$793 0.13% 146
2025
Q3 		$1.79M Buy
+75,876
New +$1.87M 0.18% 127

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

Beacon Financial Group's UPBD Position: Q2 2026 in Review

Beacon Financial Group increased its Upbound Group (UPBD) stake by 0.15% in Q2 2026, buying an estimated $2.19K and bringing the position to 76,108 shares worth $1.62M. The position accounts for 0.15% of the portfolio, ranked #139.

Beacon Financial Group first reported a position in UPBD in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.79M in Q3 2025. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Beacon Financial Group held 76,108 shares of Upbound Group worth $1.62M as of Q2 2026.
  • Beacon Financial Group bought 117 Upbound Group shares in Q2 2026, an estimated $2.19K.
  • Upbound Group made up 0.15% of Beacon Financial Group's portfolio in Q2 2026, its #139 holding.
  • Beacon Financial Group first reported a position in Upbound Group in Q3 2025 and has held it in 4 quarters since.
  • Beacon Financial Group's Upbound Group position peaked at $1.79M in Q3 2025.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.