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Hantz Financial Services’s Upbound Group UPBD Stock Holding History

Hantz Financial Services’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 		$70K Sell
3,310
-346
-9% -$6.47K ﹤0.01% 1534
2026
Q1 		$66K Buy
3,656
+2,208
+152% +$43K ﹤0.01% 1453
2025
Q4 		$25K Buy
1,448
+1,020
+238% +$19.7K ﹤0.01% 1703
2025
Q3 		$10K Buy
428
+167
+64% +$4.12K ﹤0.01% 1847
2025
Q2 		$7K Buy
261
+254
+3,629% +$5.93K ﹤0.01% 1656
2025
Q1 		$0 Buy
+7
New +$192 ﹤0.01% 1978

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
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
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return

Hantz Financial Services's UPBD Position: Q2 2026 in Review

Hantz Financial Services reduced its Upbound Group (UPBD) stake by 9.5% in Q2 2026, selling an estimated $6.47K and leaving 3,310 shares worth $70K. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

Hantz Financial Services first reported a position in UPBD in Q1 2025 and has held it in 6 quarters since. 236 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Hantz Financial Services held 3,310 shares of Upbound Group worth $70K as of Q2 2026.
  • Hantz Financial Services sold 346 Upbound Group shares in Q2 2026, an estimated $6.47K.
  • Upbound Group made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1534 holding.
  • Hantz Financial Services first reported a position in Upbound Group in Q1 2025 and has held it in 6 quarters since.
  • 236 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.