BFS
UPBD icon

Bradley Foster & Sargent’s Upbound Group UPBD Stock Holding History

Bradley Foster & Sargent’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
Q3 		– Sell
-26,016
Closed -$653K – 560
2025
Q2 		$653K Buy
+26,016
New +$608K 0.01% 347

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bradley Foster & Sargent's UPBD Position: Q3 2025 in Review

Bradley Foster & Sargent sold out of Upbound Group (UPBD) in Q3 2025, closing a stake of 26,016 shares — an estimated $653K sold.

Bradley Foster & Sargent first reported a position in UPBD in Q2 2025 and held it in 1 quarter. The position peaked at $653K in Q2 2025. 261 funds tracked by Wall St. Rank hold UPBD as of Q3 2025.

  • Bradley Foster & Sargent reported no remaining Upbound Group position as of Q3 2025 after selling out during the quarter.
  • Bradley Foster & Sargent sold 26,016 Upbound Group shares in Q3 2025, an estimated $653K.
  • Bradley Foster & Sargent first reported a position in Upbound Group in Q2 2025 and held it in 1 quarter.
  • Bradley Foster & Sargent's Upbound Group position peaked at $653K in Q2 2025.
  • 261 funds tracked by Wall St. Rank held Upbound Group as of Q3 2025.

Based on Bradley Foster & Sargent's 13F filing for Q3 2025, filed 10 Nov 2025.