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 Q2	$28	Hold	1	–	–	﹤0.01%	1573
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dunhill Financial's UPBD Position: Q2 2026 in Review

Dunhill Financial held its Upbound Group (UPBD) position steady in Q2 2026 at 1 share worth $28. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Dunhill Financial first reported a position in UPBD in Q4 2025 and has held it in 3 quarters since. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

Dunhill Financial held 1 share of Upbound Group worth $28 as of Q2 2026.
Dunhill Financial left its Upbound Group share count unchanged in Q2 2026.
Upbound Group made up ﹤0.01% of Dunhill Financial's portfolio in Q2 2026, its #1573 holding.
Dunhill Financial first reported a position in Upbound Group in Q4 2025 and has held it in 3 quarters since.
258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.