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Corebridge Financial’s Upbound Group UPBD Stock Holding History

Corebridge Financial’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
-27,936
Closed -$669K – 2657
2025
Q1 		$669K Sell
27,936
-456
-2% -$12.5K ﹤0.01% 1436
2024
Q4 		$828K Sell
28,392
-2,210
-7% -$68.6K ﹤0.01% 1413
2024
Q3 		$979K Sell
30,602
-149
-0.5% -$4.79K 0.01% 1369
2024
Q2 		$944K Buy
+30,751
New +$982K 0.01% 1360

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Corebridge Financial's UPBD Position: Q2 2025 in Review

Corebridge Financial sold out of Upbound Group (UPBD) in Q2 2025, closing a stake of 27,936 shares — an estimated $669K sold.

Corebridge Financial first reported a position in UPBD in Q2 2024 and held it in 4 quarters. The position peaked at $979K in Q3 2024. 255 funds tracked by Wall St. Rank hold UPBD as of Q2 2025.

  • Corebridge Financial reported no remaining Upbound Group position as of Q2 2025 after selling out during the quarter.
  • Corebridge Financial sold 27,936 Upbound Group shares in Q2 2025, an estimated $669K.
  • Corebridge Financial first reported a position in Upbound Group in Q2 2024 and held it in 4 quarters.
  • Corebridge Financial's Upbound Group position peaked at $979K in Q3 2024.
  • 255 funds tracked by Wall St. Rank held Upbound Group as of Q2 2025.

Based on Corebridge Financial's 13F filing for Q2 2025, filed 12 Aug 2025.