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Godfrey Financial Associates’s Upbound Group UPBD Stock Holding History

Godfrey Financial Associates’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 		$531 Hold
25
– – ﹤0.01% 888
2026
Q1 		$451 Hold
25
– – ﹤0.01% 901
2025
Q4 		$439 Buy
+25
New +$483 ﹤0.01% 873

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

Godfrey Financial Associates's UPBD Position: Q2 2026 in Review

Godfrey Financial Associates held its Upbound Group (UPBD) position steady in Q2 2026 at 25 shares worth $531. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Godfrey Financial Associates first reported a position in UPBD in Q4 2025 and has held it in 3 quarters since. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Godfrey Financial Associates held 25 shares of Upbound Group worth $531 as of Q2 2026.
  • Godfrey Financial Associates left its Upbound Group share count unchanged in Q2 2026.
  • Upbound Group made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #888 holding.
  • Godfrey Financial Associates first reported a position in Upbound Group in Q4 2025 and has held it in 3 quarters since.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.