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Bragg Financial Advisors’s Upbound Group UPBD Stock Holding History

Bragg Financial Advisors’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
Q1 		$20.3M Buy
1,122,938
+17,891
+2% +$349K 0.64% 61
2025
Q4 		$19.4M Buy
1,105,047
+119,158
+12% +$2.3M 0.63% 59
2025
Q3 		$23.3M Buy
985,889
+96,246
+11% +$2.38M 0.77% 46
2025
Q2 		$22.3M Buy
889,643
+165,412
+23% +$3.86M 0.8% 43
2025
Q1 		$17.4M Buy
724,231
+318,060
+78% +$8.74M 0.71% 48
2024
Q4 		$11.8M Buy
406,171
+50,133
+14% +$1.56M 0.48% 81
2024
Q3 		$11.4M Buy
356,038
+2,800
+0.8% +$90K 0.47% 84
2024
Q2 		$10.8M Buy
353,238
+100,525
+40% +$3.21M 0.48% 84
2024
Q1 		$8.9M Buy
252,713
+10,100
+4% +$337K 0.4% 96
2023
Q4 		$8.24M Buy
242,613
+30,513
+14% +$909K 0.39% 97
2023
Q3 		$6.25M Buy
212,100
+52,630
+33% +$1.64M 0.33% 108
2023
Q2 		$4.96M Buy
159,470
+3,275
+2% +$95.7K 0.27% 119
2023
Q1 		$3.83M Buy
156,195
+2,148
+1% +$55.3K 0.23% 127
2022
Q4 		$3.47M Buy
154,047
+4,047
+3% +$86.7K 0.21% 132
2022
Q3 		$2.63M Buy
+150,000
New +$3.73M 0.18% 135

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bragg Financial Advisors's UPBD Position: Q1 2026 in Review

Bragg Financial Advisors increased its Upbound Group (UPBD) stake by 1.6% in Q1 2026, buying an estimated $349K and bringing the position to 1,122,938 shares worth $20.3M. The position accounts for 0.64% of the portfolio, ranked #61.

Bragg Financial Advisors first reported a position in UPBD in Q3 2022 and has held it in 15 quarters since. The position peaked at $23.3M in Q3 2025. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Bragg Financial Advisors held 1,122,938 shares of Upbound Group worth $20.3M as of Q1 2026.
  • Bragg Financial Advisors bought 17,891 Upbound Group shares in Q1 2026, an estimated $349K.
  • Upbound Group made up 0.64% of Bragg Financial Advisors's portfolio in Q1 2026, its #61 holding.
  • Bragg Financial Advisors first reported a position in Upbound Group in Q3 2022 and has held it in 15 quarters since.
  • Bragg Financial Advisors's Upbound Group position peaked at $23.3M in Q3 2025.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.