Capital Advisors Ltd’s Upbound Group UPBD Stock Holding History

Capital Advisors Ltd’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	$1K	Buy	36 +24	+200%	+$468	﹤0.01%	1308
2025 Q4	$0	Sell	12 -59	-83%	-$1.14K	﹤0.01%	1583
2025 Q3	$2K	Sell	71 -11	-13%	-$272	﹤0.01%	1102
2025 Q2	$2K	Buy	82 +56	+215%	+$1.31K	﹤0.01%	1108
2025 Q1	$1K	Hold	26	–	–	﹤0.01%	1281
2024 Q4	$1K	Hold	26	–	–	﹤0.01%	1317
2024 Q3	$1K	Hold	26	–	–	﹤0.01%	1307
2024 Q2	$1K	Hold	26	–	–	﹤0.01%	1307
2024 Q1	$1K	Hold	26	–	–	﹤0.01%	1286
2023 Q4	$1K	Hold	26	–	–	﹤0.01%	1235
2023 Q3	$1K	Hold	26	–	–	﹤0.01%	1229
2023 Q2	$1K	Hold	26	–	–	﹤0.01%	1231
2023 Q1	$1K	Hold	26	–	–	﹤0.01%	1125
2022 Q4	$1K	Buy	+26	New	+$557	﹤0.01%	1112

Other funds holding UPBD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return