First National Advisers’s Upbound Group UPBD Stock Holding History

First National Advisers’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	–	Sell	-8,395	Closed	-$201K	–	226
2025 Q1	$201K	Sell	8,395 -58,515	-87%	-$1.61M	0.03%	211
2024 Q4	$1.95M	Buy	66,910 +1,674	+3%	+$52K	0.32%	98
2024 Q3	$2.09M	Buy	65,236 +2,225	+4%	+$71.5K	0.33%	94
2024 Q2	$1.93M	Buy	63,011 +15,550	+33%	+$497K	0.35%	89
2024 Q1	$1.54M	Buy	47,461 +1,245	+3%	+$41.6K	0.34%	94
2023 Q4	$1.57M	Buy	46,216 +13,666	+42%	+$407K	0.45%	74
2023 Q3	$958K	Buy	32,550 +19,981	+159%	+$623K	0.43%	82
2023 Q2	$391K	Sell	12,569 -93	-0.7%	-$2.72K	0.36%	87
2023 Q1	$310K	Sell	12,662 -174	-1%	-$4.48K	0.35%	90
2022 Q4	$289K	Buy	12,836 +1,178	+10%	+$25.2K	0.37%	89
2022 Q3	$204K	Buy	+11,658	New	+$290K	0.3%	94

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 National Advisers's UPBD Position: Q2 2025 in Review

First National Advisers sold out of Upbound Group (UPBD) in Q2 2025, closing a stake of 8,395 shares — an estimated $201K sold.

First National Advisers first reported a position in UPBD in Q3 2022 and held it in 11 quarters. The position peaked at $2.09M in Q3 2024. 255 funds tracked by Wall St. Rank hold UPBD as of Q2 2025.

First National Advisers reported no remaining Upbound Group position as of Q2 2025 after selling out during the quarter.
First National Advisers sold 8,395 Upbound Group shares in Q2 2025, an estimated $201K.
First National Advisers first reported a position in Upbound Group in Q3 2022 and held it in 11 quarters.
First National Advisers's Upbound Group position peaked at $2.09M in Q3 2024.
255 funds tracked by Wall St. Rank held Upbound Group as of Q2 2025.

Based on First National Advisers's 13F filing for Q2 2025, filed 13 Aug 2025.