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Financial Management Professionals’s Upbound Group UPBD Stock Holding History

Financial Management Professionals’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
2025
Q4 		– Sell
-854
Closed -$20.5K – 1028
2025
Q3 		$20.5K Hold
854
– – ﹤0.01% 402
2025
Q2 		$21.4K Buy
+854
New +$19.9K ﹤0.01% 406
2021
Q4 		– Sell
-204
Closed -$11K – 1096
2021
Q3 		$11K Buy
+204
New +$12K ﹤0.01% 464
2021
Q2 		– Sell
-244
Closed -$14K – 960
2021
Q1 		$14K Buy
+244
New +$12.8K ﹤0.01% 315

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Management Professionals's UPBD Position: Q4 2025 in Review

Financial Management Professionals sold out of Upbound Group (UPBD) in Q4 2025, closing a stake of 854 shares — an estimated $20.5K sold.

Financial Management Professionals first reported a position in UPBD in Q1 2021 and held it in 4 quarters. The position peaked at $21.4K in Q2 2025. 237 funds tracked by Wall St. Rank hold UPBD as of Q4 2025.

  • Financial Management Professionals reported no remaining Upbound Group position as of Q4 2025 after selling out during the quarter.
  • Financial Management Professionals sold 854 Upbound Group shares in Q4 2025, an estimated $20.5K.
  • Financial Management Professionals first reported a position in Upbound Group in Q1 2021 and held it in 4 quarters.
  • Financial Management Professionals's Upbound Group position peaked at $21.4K in Q2 2025.
  • 237 funds tracked by Wall St. Rank held Upbound Group as of Q4 2025.

Based on Financial Management Professionals's 13F filing for Q4 2025, filed 27 Jan 2026.