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Freestone Grove Partners’s Upbound Group UPBD Stock Holding History

Freestone Grove Partners’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 		$479K Sell
22,574
-22,740
-50% -$425K ﹤0.01% 679
2026
Q1 		$818K Buy
45,314
+26,152
+136% +$510K 0.01% 511
2025
Q4 		$336K Buy
19,162
+2,648
+16% +$51.2K ﹤0.01% 639
2025
Q3 		$390K Buy
+16,514
New +$408K ﹤0.01% 574
2025
Q1 		– Sell
-7,569
Closed -$221K – 799
2024
Q4 		$221K Buy
+7,569
New +$235K ﹤0.01% 520

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

Freestone Grove Partners's UPBD Position: Q2 2026 in Review

Freestone Grove Partners reduced its Upbound Group (UPBD) stake by 50% in Q2 2026, selling an estimated $425K and leaving 22,574 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

Freestone Grove Partners first reported a position in UPBD in Q4 2024 and has held it in 5 quarters since. The position peaked at $818K in Q1 2026. 259 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Freestone Grove Partners held 22,574 shares of Upbound Group worth $479K as of Q2 2026.
  • Freestone Grove Partners sold 22,740 Upbound Group shares in Q2 2026, an estimated $425K.
  • Upbound Group made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #679 holding.
  • Freestone Grove Partners first reported a position in Upbound Group in Q4 2024 and has held it in 5 quarters since.
  • Freestone Grove Partners's Upbound Group position peaked at $818K in Q1 2026.
  • 259 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.