CIBC World Markets’s Upbound Group UPBD Stock Holding History

CIBC World Markets’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 Q2	–	Sell	-11,906	Closed	-$285K	–	1931
2025 Q1	$285K	Buy	+11,906	New	+$327K	﹤0.01%	1276

Other funds holding UPBD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

CIBC World Markets's UPBD Position: Q2 2025 in Review

CIBC World Markets sold out of Upbound Group (UPBD) in Q2 2025, closing a stake of 11,906 shares — an estimated $285K sold.

CIBC World Markets first reported a position in UPBD in Q1 2025 and held it in 1 quarter. The position peaked at $285K in Q1 2025. 255 funds tracked by Wall St. Rank hold UPBD as of Q2 2025.

CIBC World Markets reported no remaining Upbound Group position as of Q2 2025 after selling out during the quarter.
CIBC World Markets sold 11,906 Upbound Group shares in Q2 2025, an estimated $285K.
CIBC World Markets first reported a position in Upbound Group in Q1 2025 and held it in 1 quarter.
CIBC World Markets's Upbound Group position peaked at $285K in Q1 2025.
255 funds tracked by Wall St. Rank held Upbound Group as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.