Dunhill Financial’s Upbound Group UPBD Stock Holding History

Dunhill 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
2026 Q1	$24	Hold	1	–	–	﹤0.01%	1744
2025 Q4	$24	Buy	+1	New	+$19	﹤0.01%	1873

Other funds holding UPBD

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

HCM

Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dunhill Financial's UPBD Position: Q1 2026 in Review

Dunhill Financial held its Upbound Group (UPBD) position steady in Q1 2026 at 1 share worth $24. The position accounts for ﹤0.01% of the portfolio, ranked #1744.

Dunhill Financial first reported a position in UPBD in Q4 2025 and has held it in 2 quarters since. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

Dunhill Financial held 1 share of Upbound Group worth $24 as of Q1 2026.
Dunhill Financial left its Upbound Group share count unchanged in Q1 2026.
Upbound Group made up ﹤0.01% of Dunhill Financial's portfolio in Q1 2026, its #1744 holding.
Dunhill Financial first reported a position in Upbound Group in Q4 2025 and has held it in 2 quarters since.
239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.