BTI
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Blue Trust Inc’s Upbound Group UPBD Stock Holding History

Blue Trust Inc’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
-795
Closed -$18.8K – 2731
2025
Q3 		$18.8K Sell
795
-497
-38% -$12.3K ﹤0.01% 1679
2025
Q2 		$32.4K Sell
1,292
-492
-28% -$11.5K ﹤0.01% 1554
2025
Q1 		$42.7K Buy
1,784
+51
+3% +$1.4K ﹤0.01% 1440
2024
Q4 		$50.6K Buy
1,733
+167
+11% +$5.18K ﹤0.01% 1295
2024
Q3 		$48.1K Buy
1,566
+448
+40% +$14.4K ﹤0.01% 1582
2024
Q2 		$39.4K Buy
1,118
+362
+48% +$11.6K ﹤0.01% 1358
2024
Q1 		$26.6K Buy
756
+61
+9% +$2.04K ﹤0.01% 1130
2023
Q4 		$20K Buy
695
+224
+48% +$6.67K ﹤0.01% 1301
2023
Q3 		$15K Buy
471
+370
+366% +$11.5K ﹤0.01% 1278
2023
Q2 		$2K Sell
101
-1,557
-94% -$45.5K ﹤0.01% 1766
2023
Q1 		$37K Buy
1,658
+688
+71% +$17.7K ﹤0.01% 1152
2022
Q4 		$17K Buy
970
+188
+24% +$4.03K ﹤0.01% 1359
2022
Q3 		$15K Buy
782
+460
+143% +$11.5K ﹤0.01% 1213
2022
Q2 		$8K Buy
+322
New +$8.02K ﹤0.01% 1304

Other funds holding UPBD

BlackRock
BlackRock New York $5.7T 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