First Horizon Advisors’s Upbound Group UPBD Stock Holding History

First Horizon Advisors’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 Q2	$1.86K	Buy	+74	New	+$1.73K	﹤0.01%	2052
2024 Q4	–	Sell	-227	Closed	-$7.26K	–	2370
2024 Q3	$7.26K	Sell	227 -53	-19%	-$1.7K	﹤0.01%	1711
2024 Q2	$8.6K	Sell	280 -27	-9%	-$862	﹤0.01%	1592
2024 Q1	$10.8K	Sell	307 -48	-14%	-$1.6K	﹤0.01%	1547
2023 Q4	$12.1K	Hold	355	–	–	﹤0.01%	1523
2023 Q3	$10.5K	Hold	355	–	–	﹤0.01%	1496
2023 Q2	$11.1K	Buy	355 +272	+328%	+$7.95K	﹤0.01%	1506
2023 Q1	$2.03K	Buy	+83	New	+$2.14K	﹤0.01%	2092
2022 Q4	–	Sell	-200	Closed	-$4K	–	2539
2022 Q3	$4K	Hold	200	–	–	﹤0.01%	1844
2022 Q2	$4K	Hold	200	–	–	﹤0.01%	1934
2022 Q1	$5K	Hold	200	–	–	﹤0.01%	1312
2021 Q4	$10K	Sell	200 -63	-24%	-$3.15K	﹤0.01%	1525
2021 Q3	$14K	Sell	263 -526	-67%	-$31K	﹤0.01%	1414
2021 Q2	$41K	Buy	789 +684	+651%	+$39.7K	﹤0.01%	859
2021 Q1	$5K	Hold	105	–	–	﹤0.01%	1465
2020 Q4	$4K	Hold	105	–	–	﹤0.01%	1253
2020 Q3	$3K	Buy	105 +16	+18%	+$473	﹤0.01%	1270
2020 Q2	$2K	Hold	89	–	–	﹤0.01%	1301
2020 Q1	$1K	Buy	89 +51	+134%	+$1.23K	﹤0.01%	1318
2019 Q4	$1K	Buy	+38	New	+$993	﹤0.01%	1456
2014 Q3	–	Sell	-17	Closed	–	–	1593
2014 Q2	$0	Hold	17	–	–	﹤0.01%	1569
2014 Q1	$0	Buy	+17	New	+$461	﹤0.01%	1490

Other funds holding UPBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

First Horizon Advisors's UPBD Position: Q2 2025 in Review

First Horizon Advisors opened a new position in Upbound Group (UPBD) in Q2 2025: 74 shares worth $1.86K. The stake represents ﹤0.01% of the portfolio and ranks #2052 among its holdings. This is a return to the name: First Horizon Advisors previously reported a position in UPBD as recently as Q3 2024.

First Horizon Advisors first reported a position in UPBD in Q1 2014 and has held it in 22 quarters since. The position peaked at $41K in Q2 2021. 255 funds tracked by Wall St. Rank hold UPBD as of Q2 2025.

First Horizon Advisors held 74 shares of Upbound Group worth $1.86K as of Q2 2025.
Upbound Group was a new First Horizon Advisors position in Q2 2025.
Upbound Group made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #2052 holding.
First Horizon Advisors first reported a position in Upbound Group in Q1 2014 and has held it in 22 quarters since.
First Horizon Advisors's Upbound Group position peaked at $41K in Q2 2021.
255 funds tracked by Wall St. Rank held Upbound Group as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.