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 Q2	$1K	Buy	38 +2	+6%	+$37	﹤0.01%	1317
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Advisors Ltd's UPBD Position: Q2 2026 in Review

Capital Advisors Ltd increased its Upbound Group (UPBD) stake by 5.6% in Q2 2026, buying an estimated $37 and bringing the position to 38 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

Capital Advisors Ltd first reported a position in UPBD in Q4 2022 and has held it in 15 quarters since. The position peaked at $2K in Q3 2025. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

Capital Advisors Ltd held 38 shares of Upbound Group worth $1K as of Q2 2026.
Capital Advisors Ltd bought 2 Upbound Group shares in Q2 2026, an estimated $37.
Upbound Group made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1317 holding.
Capital Advisors Ltd first reported a position in Upbound Group in Q4 2022 and has held it in 15 quarters since.
Capital Advisors Ltd's Upbound Group position peaked at $2K in Q3 2025.
258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.