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UPBD icon

CoreCap Advisors’s Upbound Group UPBD Stock Holding History

CoreCap Advisors’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 		$369K Sell
17,404
-2,899
-14% -$54.2K 0.01% 649
2026
Q1 		$366K Sell
20,303
-3,182
-14% -$62K 0.01% 591
2025
Q4 		$412K Sell
23,485
-4,569
-16% -$88.3K 0.01% 559
2025
Q3 		$663K Sell
28,054
-623
-2% -$15.4K 0.02% 463
2025
Q2 		$720K Buy
28,677
+2,792
+11% +$65.2K 0.03% 418
2025
Q1 		$620K Buy
25,885
+1,693
+7% +$46.5K 0.03% 435
2024
Q4 		$706K Buy
24,192
+2,697
+13% +$83.7K 0.03% 398
2024
Q3 		$688K Buy
21,495
+1,758
+9% +$56.5K 0.03% 393
2024
Q2 		$606K Buy
19,737
+15
+0.1% +$479 0.06% 201
2024
Q1 		$694K Buy
19,722
+1,157
+6% +$38.6K 0.04% 347
2023
Q4 		$631K Buy
18,565
+2,038
+12% +$60.7K 0.04% 309
2023
Q3 		$487K Buy
16,527
+853
+5% +$26.6K 0.04% 325
2023
Q2 		$488K Buy
+15,674
New +$458K 0.03% 353
2022
Q4 		$321K Buy
14,233
+1,863
+15% +$39.9K 0.02% 440
2022
Q3 		$217K Sell
12,370
-625
-5% -$15.6K 0.02% 473
2022
Q2 		$253K Buy
12,995
+2,220
+21% +$55.3K 0.02% 460
2022
Q1 		$271K Buy
10,775
+365
+4% +$13.2K 0.02% 432
2021
Q4 		$500K Buy
+10,410
New +$521K 0.03% 365

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

CoreCap Advisors's UPBD Position: Q2 2026 in Review

CoreCap Advisors reduced its Upbound Group (UPBD) stake by 14% in Q2 2026, selling an estimated $54.2K and leaving 17,404 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #649.

CoreCap Advisors first reported a position in UPBD in Q4 2021 and has held it in 18 quarters since. The position peaked at $720K in Q2 2025. 259 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • CoreCap Advisors held 17,404 shares of Upbound Group worth $369K as of Q2 2026.
  • CoreCap Advisors sold 2,899 Upbound Group shares in Q2 2026, an estimated $54.2K.
  • Upbound Group made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #649 holding.
  • CoreCap Advisors first reported a position in Upbound Group in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's Upbound Group position peaked at $720K in Q2 2025.
  • 259 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.