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
2026 Q2	–	Hold	0	–	–	–	4514
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	–	1905
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Global Retirement Partners's UPBD Position: Q2 2026 in Review

Global Retirement Partners held its Upbound Group (UPBD) position steady in Q2 2026 at 0 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #4514.

Global Retirement Partners first reported a position in UPBD in Q2 2020 and has held it in 8 quarters since. The position peaked at $118K in Q4 2020. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

Global Retirement Partners held 0 shares of Upbound Group worth $1 as of Q2 2026.
Global Retirement Partners left its Upbound Group share count unchanged in Q2 2026.
Upbound Group made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4514 holding.
Global Retirement Partners first reported a position in Upbound Group in Q2 2020 and has held it in 8 quarters since.
Global Retirement Partners's Upbound Group position peaked at $118K in Q4 2020.
258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.