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Fulcrum Asset Management’s Upbound Group UPBD Stock Holding History

Fulcrum Asset Management’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 		$834 Buy
+40
New +$748 ﹤0.01% 954

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

Fulcrum Asset Management's UPBD Position: Q2 2026 in Review

Fulcrum Asset Management opened a new position in Upbound Group (UPBD) in Q2 2026: 40 shares worth $834. The stake represents ﹤0.01% of the portfolio and ranks #954 among its holdings.

258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Fulcrum Asset Management held 40 shares of Upbound Group worth $834 as of Q2 2026.
  • Upbound Group was a new Fulcrum Asset Management position in Q2 2026.
  • Upbound Group made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #954 holding.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.