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FNY Investment Advisers’s Upbound Group UPBD Stock Holding History

FNY Investment 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
Q4 		– Sell
-1,365
Closed -$32K – 1490
2025
Q3 		$32K Buy
+1,365
New +$33.7K 0.01% 602
2020
Q3 		– Sell
-1,511
Closed -$42K – 613
2020
Q2 		$42K Sell
1,511
-13,628
-90% -$303K 0.02% 216
2020
Q1 		$214K Buy
+15,139
New +$364K 0.16% 107
2019
Q1 		– Sell
-2,000
Closed -$32K – 970
2018
Q4 		$32K Buy
+2,000
New +$29K 0.01% 314
2018
Q3 		– Sell
-200
Closed -$2.94K – 1317
2018
Q2 		$2K Buy
+200
New +$2.17K ﹤0.01% 848

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 $1.9T AUM 41.92% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FNY Investment Advisers's UPBD Position: Q4 2025 in Review

FNY Investment Advisers sold out of Upbound Group (UPBD) in Q4 2025, closing a stake of 1,365 shares — an estimated $32K sold.

FNY Investment Advisers first reported a position in UPBD in Q2 2018 and held it in 5 quarters. The position peaked at $214K in Q1 2020. 237 funds tracked by Wall St. Rank hold UPBD as of Q4 2025.

  • FNY Investment Advisers reported no remaining Upbound Group position as of Q4 2025 after selling out during the quarter.
  • FNY Investment Advisers sold 1,365 Upbound Group shares in Q4 2025, an estimated $32K.
  • FNY Investment Advisers first reported a position in Upbound Group in Q2 2018 and held it in 5 quarters.
  • FNY Investment Advisers's Upbound Group position peaked at $214K in Q1 2020.
  • 237 funds tracked by Wall St. Rank held Upbound Group as of Q4 2025.

Based on FNY Investment Advisers's 13F filing for Q4 2025, filed 16 Jan 2026.