Cetera Investment Advisers
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Cetera Investment Advisers’s Upbound Group UPBD Stock Holding History

Cetera Investment Advisers’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
Q4 		– Sell
-9,743
Closed -$230K – 4870
2025
Q3 		$230K Sell
9,743
-80
-0.8% -$1.98K ﹤0.01% 4053
2025
Q2 		$247K Sell
9,823
-1,166
-11% -$27.2K ﹤0.01% 3565
2025
Q1 		$263K Buy
10,989
+258
+2% +$7.09K ﹤0.01% 3382
2024
Q4 		$313K Sell
10,731
-368
-3% -$11.4K ﹤0.01% 3087
2024
Q3 		$355K Sell
11,099
-280
-2% -$9K ﹤0.01% 2927
2024
Q2 		$349K Buy
11,379
+2,134
+23% +$68.2K ﹤0.01% 2904
2024
Q1 		$326K Buy
+9,245
New +$309K ﹤0.01% 2958
2023
Q2 		– Sell
-9,327
Closed -$229K – 2306
2023
Q1 		$229K Buy
+9,327
New +$240K ﹤0.01% 1877

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cetera Investment Advisers's UPBD Position: Q4 2025 in Review

Cetera Investment Advisers sold out of Upbound Group (UPBD) in Q4 2025, closing a stake of 9,743 shares — an estimated $230K sold.

Cetera Investment Advisers first reported a position in UPBD in Q1 2023 and held it in 8 quarters. The position peaked at $355K in Q3 2024. 237 funds tracked by Wall St. Rank hold UPBD as of Q4 2025.

  • Cetera Investment Advisers reported no remaining Upbound Group position as of Q4 2025 after selling out during the quarter.
  • Cetera Investment Advisers sold 9,743 Upbound Group shares in Q4 2025, an estimated $230K.
  • Cetera Investment Advisers first reported a position in Upbound Group in Q1 2023 and held it in 8 quarters.
  • Cetera Investment Advisers's Upbound Group position peaked at $355K in Q3 2024.
  • 237 funds tracked by Wall St. Rank held Upbound Group as of Q4 2025.

Based on Cetera Investment Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.