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Fiduciary Financial Group’s Upbound Group UPBD Stock Holding History

Fiduciary Financial Group’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 		– Sell
-17,813
Closed -$313K – 363
2025
Q4 		$313K Buy
+17,813
New +$344K 0.04% 253

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $3.37T AUM 44.26% 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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fiduciary Financial Group's UPBD Position: Q1 2026 in Review

Fiduciary Financial Group sold out of Upbound Group (UPBD) in Q1 2026, closing a stake of 17,813 shares — an estimated $313K sold.

Fiduciary Financial Group first reported a position in UPBD in Q4 2025 and held it in 1 quarter. The position peaked at $313K in Q4 2025. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Fiduciary Financial Group reported no remaining Upbound Group position as of Q1 2026 after selling out during the quarter.
  • Fiduciary Financial Group sold 17,813 Upbound Group shares in Q1 2026, an estimated $313K.
  • Fiduciary Financial Group first reported a position in Upbound Group in Q4 2025 and held it in 1 quarter.
  • Fiduciary Financial Group's Upbound Group position peaked at $313K in Q4 2025.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Fiduciary Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.