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Empowered Funds’s Upbound Group UPBD Stock Holding History

Empowered Funds’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 		$5.02M Sell
236,744
-3,982
-2% -$74.4K 0.03% 708
2026
Q1 		$4.35M Buy
240,726
+25,875
+12% +$504K 0.03% 699
2025
Q4 		$3.77M Buy
214,851
+18,584
+9% +$359K 0.06% 323
2025
Q3 		$4.64M Buy
+196,267
New +$4.85M 0.05% 513

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

Empowered Funds's UPBD Position: Q2 2026 in Review

Empowered Funds reduced its Upbound Group (UPBD) stake by 1.7% in Q2 2026, selling an estimated $74.4K and leaving 236,744 shares worth $5.02M. The position accounts for 0.03% of the portfolio, ranked #708.

Empowered Funds first reported a position in UPBD in Q3 2025 and has held it in 4 quarters since. 259 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Empowered Funds held 236,744 shares of Upbound Group worth $5.02M as of Q2 2026.
  • Empowered Funds sold 3,982 Upbound Group shares in Q2 2026, an estimated $74.4K.
  • Upbound Group made up 0.03% of Empowered Funds's portfolio in Q2 2026, its #708 holding.
  • Empowered Funds first reported a position in Upbound Group in Q3 2025 and has held it in 4 quarters since.
  • 259 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.