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Essential Partners’s Upbound Group UPBD Stock Holding History

Essential Partners’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 		$12.7K Buy
597
+373
+167% +$6.97K 0.01% 1104
2026
Q1 		$4.04K Buy
224
+157
+234% +$3.06K ﹤0.01% 1682
2025
Q4 		$1.18K Sell
67
-244
-78% -$4.72K ﹤0.01% 1979
2025
Q3 		$7.35K Sell
311
-246
-44% -$6.07K ﹤0.01% 1278
2025
Q2 		$14K Buy
+557
New +$13K 0.01% 762

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 $3.38T AUM 44.17% 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

Essential Partners's UPBD Position: Q2 2026 in Review

Essential Partners increased its Upbound Group (UPBD) stake by 167% in Q2 2026, buying an estimated $6.97K and bringing the position to 597 shares worth $12.7K. The position accounts for 0.01% of the portfolio, ranked #1104.

Essential Partners first reported a position in UPBD in Q2 2025 and has held it in 5 quarters since. The position peaked at $14K in Q2 2025. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Essential Partners held 597 shares of Upbound Group worth $12.7K as of Q2 2026.
  • Essential Partners bought 373 Upbound Group shares in Q2 2026, an estimated $6.97K.
  • Upbound Group made up 0.01% of Essential Partners's portfolio in Q2 2026, its #1104 holding.
  • Essential Partners first reported a position in Upbound Group in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Upbound Group position peaked at $14K in Q2 2025.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.