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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Front Row Advisors's UPBD Position: Q1 2026 in Review

Front Row Advisors held its Upbound Group (UPBD) position steady in Q1 2026 at 374 shares worth $6.75K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Front Row Advisors first reported a position in UPBD in Q1 2020 and has held it in 6 quarters since. The position peaked at $9.53K in Q2 2025. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Front Row Advisors held 374 shares of Upbound Group worth $6.75K as of Q1 2026.
  • Front Row Advisors left its Upbound Group share count unchanged in Q1 2026.
  • Upbound Group made up ﹤0.01% of Front Row Advisors's portfolio in Q1 2026, its #428 holding.
  • Front Row Advisors first reported a position in Upbound Group in Q1 2020 and has held it in 6 quarters since.
  • Front Row Advisors's Upbound Group position peaked at $9.53K in Q2 2025.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Front Row Advisors's 13F filing for Q1 2026, filed 19 May 2026.