Franklin Resources’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $530K | Sell |
29,344
-12,306
| -30% | -$240K | ﹤0.01% | 2442 |
|
|
2025
Q4 | $731K | Sell |
41,650
-15,263
| -27% | -$295K | ﹤0.01% | 2230 |
|
|
2025
Q3 | $1.34M | Buy |
56,913
+19,509
| +52% | +$482K | ﹤0.01% | 1950 |
|
|
2025
Q2 | $939K | Buy |
37,404
+1,938
| +5% | +$45.3K | ﹤0.01% | 2017 |
|
|
2025
Q1 | $850K | Buy |
35,466
+203
| +0.6% | +$5.58K | ﹤0.01% | 2038 |
|
|
2024
Q4 | $1.03M | Buy |
35,263
+2,472
| +8% | +$76.7K | ﹤0.01% | 1985 |
|
|
2024
Q3 | $963K | Buy |
32,791
+7,372
| +29% | +$237K | ﹤0.01% | 2003 |
|
|
2024
Q2 | $780K | Buy |
25,419
+2,657
| +12% | +$84.9K | ﹤0.01% | 2038 |
|
|
2024
Q1 | $801K | Buy |
22,762
+5,586
| +33% | +$187K | ﹤0.01% | 2038 |
|
|
2023
Q4 | $583K | Sell |
17,176
-648
| -4% | -$19.3K | ﹤0.01% | 1870 |
|
|
2023
Q3 | $525K | Buy |
17,824
+855
| +5% | +$26.7K | ﹤0.01% | 1892 |
|
|
2023
Q2 | $528K | Buy |
+16,969
| New | +$496K | ﹤0.01% | 1948 |
|
|
2020
Q1 | – | Sell |
-12,790
| Closed | -$368K | – | 1571 |
|
|
2019
Q4 | $368K | Sell |
12,790
-13,012
| -50% | -$340K | ﹤0.01% | 1400 |
|
|
2019
Q3 | $666K | Sell |
25,802
-2,045
| -7% | -$53.7K | ﹤0.01% | 1329 |
|
|
2019
Q2 | $742K | Sell |
27,847
-5,910
| -18% | -$140K | ﹤0.01% | 1313 |
|
|
2019
Q1 | $705K | Sell |
33,757
-16,077
| -32% | -$296K | ﹤0.01% | 1280 |
|
|
2018
Q4 | $806K | Buy |
49,834
+5,610
| +13% | +$81.5K | ﹤0.01% | 1249 |
|
|
2018
Q3 | $636K | Buy |
44,224
+29,867
| +208% | +$439K | ﹤0.01% | 1340 |
|
|
2018
Q2 | $211K | Sell |
14,357
-1,471
| -9% | -$15.9K | ﹤0.01% | 1439 |
|
|
2018
Q1 | $137K | Buy |
15,828
+311
| +2% | +$2.99K | ﹤0.01% | 1488 |
|
|
2017
Q4 | $172K | Buy |
+15,517
| New | +$170K | ﹤0.01% | 1490 |
|
Other funds holding UPBD
VPM
IC
VCM
HCM
