Corient Private Wealth
UPBD icon

Corient Private Wealth’s Upbound Group UPBD Stock Holding History

Corient Private Wealth’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 		$1.94M Buy
+91,393
New +$1.71M ﹤0.01% 1418

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

Corient Private Wealth's UPBD Position: Q2 2026 in Review

Corient Private Wealth opened a new position in Upbound Group (UPBD) in Q2 2026: 91,393 shares worth $1.94M. The stake represents ﹤0.01% of the portfolio and ranks #1418 among its holdings.

258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Corient Private Wealth held 91,393 shares of Upbound Group worth $1.94M as of Q2 2026.
  • Upbound Group was a new Corient Private Wealth position in Q2 2026.
  • Upbound Group made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1418 holding.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.