CC
UPBD icon

Centiva Capital’s Upbound Group UPBD Stock Holding History

Centiva 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
-23,170
Closed -$555K – 2115
2025
Q1 		$555K Buy
23,170
+10,625
+85% +$292K 0.03% 757
2024
Q4 		$366K Sell
12,545
-2,929
-19% -$90.9K 0.01% 1018
2024
Q3 		$495K Sell
15,474
-5,782
-27% -$186K 0.02% 1255
2024
Q2 		$653K Buy
+21,256
New +$679K 0.03% 995
2024
Q1 		– Sell
-8,199
Closed -$279K – 2329
2023
Q4 		$279K Buy
8,199
+1,067
+15% +$31.8K 0.02% 1243
2023
Q3 		$210K Sell
7,132
-4,807
-40% -$150K 0.01% 1361
2023
Q2 		$372K Buy
+11,939
New +$349K 0.02% 990

Other funds holding UPBD

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
IC
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return