Focus Partners Wealth
UPBD icon

Focus Partners Wealth’s Upbound Group UPBD Stock Holding History

Focus Partners Wealth’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
2026
Q2 		$789K Buy
+37,140
New +$694K ﹤0.01% 1737

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Focus Partners Wealth's UPBD Position: Q2 2026 in Review

Focus Partners Wealth opened a new position in Upbound Group (UPBD) in Q2 2026: 37,140 shares worth $789K. The stake represents ﹤0.01% of the portfolio and ranks #1737 among its holdings.

258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Focus Partners Wealth held 37,140 shares of Upbound Group worth $789K as of Q2 2026.
  • Upbound Group was a new Focus Partners Wealth position in Q2 2026.
  • Upbound Group made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1737 holding.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.