CIBC Private Wealth Group
UPBD icon

CIBC Private Wealth Group’s Upbound Group UPBD Stock Holding History

CIBC Private Wealth Group’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 		$211 Buy
+12
New +$232 ﹤0.01% 3204
2025
Q1 		– Sell
-382
Closed -$11.4K – 3271
2024
Q4 		$11.4K Hold
382
– – ﹤0.01% 2234
2024
Q3 		$12.2K Hold
382
– – ﹤0.01% 2344
2024
Q2 		$11.3K Sell
382
-600
-61% -$19.2K ﹤0.01% 2247
2024
Q1 		$34.4K Buy
+982
New +$32.8K ﹤0.01% 1823

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIBC Private Wealth Group's UPBD Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in Upbound Group (UPBD) in Q4 2025: 12 shares worth $211. The stake represents ﹤0.01% of the portfolio and ranks #3204 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in UPBD as recently as Q4 2024.

CIBC Private Wealth Group first reported a position in UPBD in Q1 2024 and has held it in 5 quarters since. The position peaked at $34.4K in Q1 2024. 237 funds tracked by Wall St. Rank hold UPBD as of Q4 2025.

  • CIBC Private Wealth Group held 12 shares of Upbound Group worth $211 as of Q4 2025.
  • Upbound Group was a new CIBC Private Wealth Group position in Q4 2025.
  • Upbound Group made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3204 holding.
  • CIBC Private Wealth Group first reported a position in Upbound Group in Q1 2024 and has held it in 5 quarters since.
  • CIBC Private Wealth Group's Upbound Group position peaked at $34.4K in Q1 2024.
  • 237 funds tracked by Wall St. Rank held Upbound Group as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.