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First Capital Advisors Group’s Upbound Group UPBD Stock Holding History

First Capital Advisors 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
2023
Q2 		$591 Buy
+19
New +$555 ﹤0.01% 910

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Capital Advisors Group's UPBD Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Upbound Group (UPBD) in Q2 2023: 19 shares worth $591. The stake represents ﹤0.01% of the portfolio and ranks #910 among its holdings.

220 funds tracked by Wall St. Rank hold UPBD as of Q2 2023.

  • First Capital Advisors Group held 19 shares of Upbound Group worth $591 as of Q2 2023.
  • Upbound Group was a new First Capital Advisors Group position in Q2 2023.
  • Upbound Group made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #910 holding.
  • 220 funds tracked by Wall St. Rank held Upbound Group as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.