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Dogwood Wealth Management’s Upbound Group UPBD Stock Holding History

Dogwood Wealth Management’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
Q4 		– Sell
-8
Closed -$189 – 823
2025
Q3 		$189 Buy
+8
New +$198 ﹤0.01% 696

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
IEQ Capital
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dogwood Wealth Management's UPBD Position: Q4 2025 in Review

Dogwood Wealth Management sold out of Upbound Group (UPBD) in Q4 2025, closing a stake of 8 shares — an estimated $189 sold.

Dogwood Wealth Management first reported a position in UPBD in Q3 2025 and held it in 1 quarter. The position peaked at $189 in Q3 2025. 237 funds tracked by Wall St. Rank hold UPBD as of Q4 2025.

  • Dogwood Wealth Management reported no remaining Upbound Group position as of Q4 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 8 Upbound Group shares in Q4 2025, an estimated $189.
  • Dogwood Wealth Management first reported a position in Upbound Group in Q3 2025 and held it in 1 quarter.
  • Dogwood Wealth Management's Upbound Group position peaked at $189 in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Upbound Group as of Q4 2025.

Based on Dogwood Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.