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Global Financial Private Client’s Upbound Group UPBD Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-5
Closed -$120 – 1520
2025
Q1 		$120 Buy
5
+1
+25% +$27 ﹤0.01% 1584
2024
Q4 		$117 Buy
+4
New +$124 ﹤0.01% 1446

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Global Financial Private Client's UPBD Position: Q2 2025 in Review

Global Financial Private Client sold out of Upbound Group (UPBD) in Q2 2025, closing a stake of 5 shares — an estimated $120 sold.

Global Financial Private Client first reported a position in UPBD in Q4 2024 and held it in 2 quarters. The position peaked at $120 in Q1 2025. 255 funds tracked by Wall St. Rank hold UPBD as of Q2 2025.

  • Global Financial Private Client reported no remaining Upbound Group position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 5 Upbound Group shares in Q2 2025, an estimated $120.
  • Global Financial Private Client first reported a position in Upbound Group in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Upbound Group position peaked at $120 in Q1 2025.
  • 255 funds tracked by Wall St. Rank held Upbound Group as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.