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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIBC World Market's UPBD Position: Q1 2026 in Review

CIBC World Market held its Upbound Group (UPBD) position steady in Q1 2026 at 13,946 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

CIBC World Market first reported a position in UPBD in Q4 2013 and has held it in 11 quarters since. The position peaked at $2.29M in Q3 2019. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • CIBC World Market held 13,946 shares of Upbound Group worth $252K as of Q1 2026.
  • CIBC World Market left its Upbound Group share count unchanged in Q1 2026.
  • Upbound Group made up ﹤0.01% of CIBC World Market's portfolio in Q1 2026, its #1333 holding.
  • CIBC World Market first reported a position in Upbound Group in Q4 2013 and has held it in 11 quarters since.
  • CIBC World Market's Upbound Group position peaked at $2.29M in Q3 2019.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on CIBC World Market's 13F filing for Q1 2026, filed 14 May 2026.