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Glen Eagle Advisors’s Upbound Group UPBD Stock Holding History

Glen Eagle 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 		– Sell
-400
Closed -$7.02K – 1062
2025
Q4 		$7.02K Buy
+400
New +$7.73K ﹤0.01% 735
2021
Q3 		– Sell
-165
Closed -$8.76K – 1095
2021
Q2 		$8.76K Buy
+165
New +$9.58K ﹤0.01% 716

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

Glen Eagle Advisors's UPBD Position: Q1 2026 in Review

Glen Eagle Advisors sold out of Upbound Group (UPBD) in Q1 2026, closing a stake of 400 shares — an estimated $7.02K sold.

Glen Eagle Advisors first reported a position in UPBD in Q2 2021 and held it in 2 quarters. The position peaked at $8.76K in Q2 2021. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Glen Eagle Advisors reported no remaining Upbound Group position as of Q1 2026 after selling out during the quarter.
  • Glen Eagle Advisors sold 400 Upbound Group shares in Q1 2026, an estimated $7.02K.
  • Glen Eagle Advisors first reported a position in Upbound Group in Q2 2021 and held it in 2 quarters.
  • Glen Eagle Advisors's Upbound Group position peaked at $8.76K in Q2 2021.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Glen Eagle Advisors's 13F filing for Q1 2026, filed 15 May 2026.