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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
Q2 		$25.2M Buy
1,189,215
+66,277
+6% +$1.24M 0.68% 57
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 $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

Bragg Financial Advisors's UPBD Position: Q2 2026 in Review

Bragg Financial Advisors increased its Upbound Group (UPBD) stake by 5.9% in Q2 2026, buying an estimated $1.24M and bringing the position to 1,189,215 shares worth $25.2M. The position accounts for 0.68% of the portfolio, ranked #57.

Bragg Financial Advisors first reported a position in UPBD in Q3 2022 and has held it in 16 quarters since. 259 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Bragg Financial Advisors held 1,189,215 shares of Upbound Group worth $25.2M as of Q2 2026.
  • Bragg Financial Advisors bought 66,277 Upbound Group shares in Q2 2026, an estimated $1.24M.
  • Upbound Group made up 0.68% of Bragg Financial Advisors's portfolio in Q2 2026, its #57 holding.
  • Bragg Financial Advisors first reported a position in Upbound Group in Q3 2022 and has held it in 16 quarters since.
  • 259 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.