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Bridgefront Capital’s Upbound Group UPBD Stock Holding History

Bridgefront Capital’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
Q2 		– Sell
-8,933
Closed -$214K – 862
2025
Q1 		$214K Buy
+8,933
New +$245K 0.06% 498
2021
Q1 		– Sell
-9,767
Closed -$374K – 929
2020
Q4 		$374K Buy
+9,767
New +$332K 0.13% 296

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 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 $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bridgefront Capital's UPBD Position: Q2 2025 in Review

Bridgefront Capital sold out of Upbound Group (UPBD) in Q2 2025, closing a stake of 8,933 shares — an estimated $214K sold.

Bridgefront Capital first reported a position in UPBD in Q4 2020 and held it in 2 quarters. The position peaked at $374K in Q4 2020. 255 funds tracked by Wall St. Rank hold UPBD as of Q2 2025.

  • Bridgefront Capital reported no remaining Upbound Group position as of Q2 2025 after selling out during the quarter.
  • Bridgefront Capital sold 8,933 Upbound Group shares in Q2 2025, an estimated $214K.
  • Bridgefront Capital first reported a position in Upbound Group in Q4 2020 and held it in 2 quarters.
  • Bridgefront Capital's Upbound Group position peaked at $374K in Q4 2020.
  • 255 funds tracked by Wall St. Rank held Upbound Group as of Q2 2025.

Based on Bridgefront Capital's 13F filing for Q2 2025, filed 14 Aug 2025.