GRP
UPBD icon

Global Retirement Partners’s Upbound Group UPBD Stock Holding History

Global Retirement Partners’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
Q4 		– Hold
0
– – – 4228
2025
Q3 		– Hold
0
– – – 3864
2025
Q2 		– Hold
0
– – – 3800
2024
Q4 		– Hold
0
– – – 3645
2024
Q3 		– Hold
0
– – – 3494
2024
Q2 		– Sell
-18
Closed -$575 – 3543
2024
Q1 		$636 Hold
18
– – ﹤0.01% 3080
2023
Q4 		$583 Hold
18
– – ﹤0.01% 3045
2023
Q3 		$517 Hold
18
– – ﹤0.01% 2946
2023
Q2 		$560 Hold
18
– – ﹤0.01% 2932
2023
Q1 		$483 Buy
+18
New +$463 ﹤0.01% 2933
2021
Q1 		– Sell
-3,076
Closed -$118K – 1909
2020
Q4 		$118K Hold
3,076
– – 0.01% 495
2020
Q3 		$92K Hold
3,076
– – 0.01% 504
2020
Q2 		$86K Buy
+3,076
New +$68.3K 0.01% 514

Other funds holding UPBD

BlackRock
BlackRock New York $5.7T 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return