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Brooklyn Investment Group’s Upbound Group UPBD Stock Holding History

Brooklyn Investment Group’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 		$187K Buy
+10,344
New +$202K 0.01% 1733
2025
Q3 		– Sell
-1,226
Closed -$30.8K – 2575
2025
Q2 		$30.8K Buy
1,226
+727
+146% +$17K ﹤0.01% 1624
2025
Q1 		$12K Buy
+499
New +$13.7K ﹤0.01% 1436

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Brooklyn Investment Group's UPBD Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in Upbound Group (UPBD) in Q1 2026: 10,344 shares worth $187K. The stake represents 0.01% of the portfolio and ranks #1733 among its holdings. This is a return to the name: Brooklyn Investment Group previously reported a position in UPBD as recently as Q2 2025.

Brooklyn Investment Group first reported a position in UPBD in Q1 2025 and has held it in 3 quarters since. 240 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Brooklyn Investment Group held 10,344 shares of Upbound Group worth $187K as of Q1 2026.
  • Upbound Group was a new Brooklyn Investment Group position in Q1 2026.
  • Upbound Group made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1733 holding.
  • Brooklyn Investment Group first reported a position in Upbound Group in Q1 2025 and has held it in 3 quarters since.
  • 240 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.