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Harbor Capital Advisors’s Upbound Group UPBD Stock Holding History

Harbor Capital Advisors’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
Q1 		– Sell
-566
Closed -$10K – 1493
2025
Q4 		$10K Sell
566
-10
-2% -$193 ﹤0.01% 960
2025
Q3 		$14K Buy
576
+276
+92% +$6.82K ﹤0.01% 875
2025
Q2 		$8K Buy
300
+34
+13% +$794 ﹤0.01% 1042
2025
Q1 		$6K Buy
+266
New +$7.31K ﹤0.01% 1157
2023
Q3 		– Sell
-1,448
Closed -$45.1K – 641
2023
Q2 		$45.1K Buy
+1,448
New +$42.3K 0.01% 508

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Harbor Capital Advisors's UPBD Position: Q1 2026 in Review

Harbor Capital Advisors sold out of Upbound Group (UPBD) in Q1 2026, closing a stake of 566 shares — an estimated $10K sold.

Harbor Capital Advisors first reported a position in UPBD in Q2 2023 and held it in 5 quarters. The position peaked at $45.1K in Q2 2023. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Harbor Capital Advisors reported no remaining Upbound Group position as of Q1 2026 after selling out during the quarter.
  • Harbor Capital Advisors sold 566 Upbound Group shares in Q1 2026, an estimated $10K.
  • Harbor Capital Advisors first reported a position in Upbound Group in Q2 2023 and held it in 5 quarters.
  • Harbor Capital Advisors's Upbound Group position peaked at $45.1K in Q2 2023.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Harbor Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.