CIBC World Market
UPBD icon

CIBC World Market’s Upbound Group UPBD Stock Holding History

CIBC World Market’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 		$289K Sell
13,632
-314
-2% -$5.87K ﹤0.01% 1372
2026
Q1 		$252K Hold
13,946
– – ﹤0.01% 1333
2025
Q4 		$245K Buy
+13,946
New +$270K ﹤0.01% 1326
2022
Q1 		– Sell
-4,465
Closed -$214K – 1419
2021
Q4 		$214K Sell
4,465
-10,837
-71% -$542K ﹤0.01% 1230
2021
Q3 		$860K Sell
15,302
-546
-3% -$32.1K ﹤0.01% 816
2021
Q2 		$841K Sell
15,848
-7,089
-31% -$412K ﹤0.01% 837
2021
Q1 		$1.32M Buy
+22,937
New +$1.2M ﹤0.01% 700
2020
Q3 		– Sell
-32,018
Closed -$891K – 1171
2020
Q2 		$891K Buy
+32,018
New +$711K ﹤0.01% 669
2019
Q4 		– Sell
-88,772
Closed -$2.29M – 1230
2019
Q3 		$2.29M Buy
+88,772
New +$2.33M 0.01% 438
2015
Q1 		– Sell
-20,545
Closed -$746K – 893
2014
Q4 		$746K Sell
20,545
-7,405
-26% -$239K ﹤0.01% 528
2014
Q3 		$848K Buy
+27,950
New +$752K ﹤0.01% 438
2014
Q1 		– Sell
-9,080
Closed -$303K – 734
2013
Q4 		$303K Buy
+9,080
New +$314K ﹤0.01% 595

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

CIBC World Market's UPBD Position: Q2 2026 in Review

CIBC World Market reduced its Upbound Group (UPBD) stake by 2.3% in Q2 2026, selling an estimated $5.87K and leaving 13,632 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

CIBC World Market first reported a position in UPBD in Q4 2013 and has held it in 12 quarters since. The position peaked at $2.29M in Q3 2019. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • CIBC World Market held 13,632 shares of Upbound Group worth $289K as of Q2 2026.
  • CIBC World Market sold 314 Upbound Group shares in Q2 2026, an estimated $5.87K.
  • Upbound Group made up ﹤0.01% of CIBC World Market's portfolio in Q2 2026, its #1372 holding.
  • CIBC World Market first reported a position in Upbound Group in Q4 2013 and has held it in 12 quarters since.
  • CIBC World Market's Upbound Group position peaked at $2.29M in Q3 2019.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on CIBC World Market's 13F filing for Q2 2026, filed 13 Aug 2026.