Cerity Partners
UPBD icon

Cerity Partners’s Upbound Group UPBD Stock Holding History

Cerity Partners’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 		$1.91M Buy
90,139
+23,126
+35% +$432K ﹤0.01% 1624
2026
Q1 		$1.21M Buy
67,013
+8,458
+14% +$165K ﹤0.01% 1756
2025
Q4 		$1.03M Buy
58,555
+47,675
+438% +$922K ﹤0.01% 1708
2025
Q3 		$257K Sell
10,880
-724
-6% -$17.9K ﹤0.01% 2386
2025
Q2 		$291K Buy
+11,604
New +$271K ﹤0.01% 2161
2023
Q2 		– Sell
-543
Closed -$757K – 1953
2023
Q1 		$757K Buy
+543
New +$14K ﹤0.01% 1106

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
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
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return

Cerity Partners's UPBD Position: Q2 2026 in Review

Cerity Partners increased its Upbound Group (UPBD) stake by 35% in Q2 2026, buying an estimated $432K and bringing the position to 90,139 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1624.

Cerity Partners first reported a position in UPBD in Q1 2023 and has held it in 6 quarters since. 236 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Cerity Partners held 90,139 shares of Upbound Group worth $1.91M as of Q2 2026.
  • Cerity Partners bought 23,126 Upbound Group shares in Q2 2026, an estimated $432K.
  • Upbound Group made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1624 holding.
  • Cerity Partners first reported a position in Upbound Group in Q1 2023 and has held it in 6 quarters since.
  • 236 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.