FFO
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Fortitude Family Office’s Upbound Group UPBD Stock Holding History

Fortitude Family Office’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
-70
Closed -$1.65K – 2134
2025
Q3 		$1.65K Sell
70
-12
-15% -$296 ﹤0.01% 1328
2025
Q2 		$2.06K Buy
+82
New +$1.92K ﹤0.01% 1185

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $46.4B AUM 27.74% 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
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

Fortitude Family Office's UPBD Position: Q4 2025 in Review

Fortitude Family Office sold out of Upbound Group (UPBD) in Q4 2025, closing a stake of 70 shares — an estimated $1.65K sold.

Fortitude Family Office first reported a position in UPBD in Q2 2025 and held it in 2 quarters. The position peaked at $2.06K in Q2 2025. 237 funds tracked by Wall St. Rank hold UPBD as of Q4 2025.

  • Fortitude Family Office reported no remaining Upbound Group position as of Q4 2025 after selling out during the quarter.
  • Fortitude Family Office sold 70 Upbound Group shares in Q4 2025, an estimated $1.65K.
  • Fortitude Family Office first reported a position in Upbound Group in Q2 2025 and held it in 2 quarters.
  • Fortitude Family Office's Upbound Group position peaked at $2.06K in Q2 2025.
  • 237 funds tracked by Wall St. Rank held Upbound Group as of Q4 2025.

Based on Fortitude Family Office's 13F filing for Q4 2025, filed 15 Jan 2026.