CAPTRUST Financial Advisors
UPBD icon

CAPTRUST Financial Advisors’s Upbound Group UPBD Stock Holding History

CAPTRUST 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 		$248K Buy
+11,710
New +$219K ﹤0.01% 2734
2022
Q3 		– Sell
-4,732
Closed -$93K – 3949
2022
Q2 		$93K Sell
4,732
-1,000
-17% -$24.9K ﹤0.01% 2254
2022
Q1 		$144K Buy
5,732
+2,007
+54% +$72.5K ﹤0.01% 1977
2021
Q4 		$180K Buy
3,725
+349
+10% +$17.5K ﹤0.01% 1715
2021
Q3 		$191K Buy
3,376
+30
+0.9% +$1.77K ﹤0.01% 1585
2021
Q2 		$179K Buy
3,346
+30
+0.9% +$1.74K ﹤0.01% 1607
2021
Q1 		$191K Buy
3,316
+3,206
+2,915% +$168K ﹤0.01% 1511
2020
Q4 		$4K Buy
110
+95
+633% +$3.23K ﹤0.01% 2940
2020
Q3 		$0 Buy
+15
New +$444 ﹤0.01% 3242

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

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

CAPTRUST Financial Advisors opened a new position in Upbound Group (UPBD) in Q2 2026: 11,710 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #2734 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in UPBD as recently as Q2 2022.

CAPTRUST Financial Advisors first reported a position in UPBD in Q3 2020 and has held it in 9 quarters since. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • CAPTRUST Financial Advisors held 11,710 shares of Upbound Group worth $248K as of Q2 2026.
  • Upbound Group was a new CAPTRUST Financial Advisors position in Q2 2026.
  • Upbound Group made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2734 holding.
  • CAPTRUST Financial Advisors first reported a position in Upbound Group in Q3 2020 and has held it in 9 quarters since.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

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