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Front Row Advisors’s Upbound Group UPBD Stock Holding History

Front Row Advisors’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 		$7.14K Hold
374
– – ﹤0.01% 433
2026
Q1 		$6.75K Hold
374
– – ﹤0.01% 428
2025
Q4 		$6.71K Hold
374
– – ﹤0.01% 421
2025
Q3 		$8.98K Hold
374
– – ﹤0.01% 396
2025
Q2 		$9.53K Buy
+374
New +$8.74K ﹤0.01% 378
2020
Q3 		– Sell
-93
Closed -$3K – 1017
2020
Q2 		$3K Buy
93
+41
+79% +$911 ﹤0.01% 795
2020
Q1 		$1K Buy
+52
New +$1.25K ﹤0.01% 932

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

Front Row Advisors's UPBD Position: Q2 2026 in Review

Front Row Advisors held its Upbound Group (UPBD) position steady in Q2 2026 at 374 shares worth $7.14K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Front Row Advisors first reported a position in UPBD in Q1 2020 and has held it in 7 quarters since. The position peaked at $9.53K in Q2 2025. 259 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Front Row Advisors held 374 shares of Upbound Group worth $7.14K as of Q2 2026.
  • Front Row Advisors left its Upbound Group share count unchanged in Q2 2026.
  • Upbound Group made up ﹤0.01% of Front Row Advisors's portfolio in Q2 2026, its #433 holding.
  • Front Row Advisors first reported a position in Upbound Group in Q1 2020 and has held it in 7 quarters since.
  • Front Row Advisors's Upbound Group position peaked at $9.53K in Q2 2025.
  • 259 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Front Row Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.