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Harbour Investments’s Upbound Group UPBD Stock Holding History

Harbour Investments’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 		$3.2K Buy
+151
New +$2.82K ﹤0.01% 3857
2025
Q4 		– Sell
-3,257
Closed -$77K – 4021
2025
Q3 		$77K Sell
3,257
-100
-3% -$2.47K ﹤0.01% 1689
2025
Q2 		$84.3K Hold
3,357
– – ﹤0.01% 1579
2025
Q1 		$80.4K Hold
3,357
– – ﹤0.01% 1542
2024
Q4 		$97.9K Hold
3,357
– – ﹤0.01% 1367
2024
Q3 		$107K Buy
3,357
+572
+21% +$18.4K ﹤0.01% 1281
2024
Q2 		$85.5K Hold
2,785
– – ﹤0.01% 1305
2024
Q1 		$98.1K Hold
2,785
– – ﹤0.01% 1228
2023
Q4 		$94.6K Sell
2,785
-1,420
-34% -$42.3K ﹤0.01% 1157
2023
Q3 		$124K Sell
4,205
-1,774
-30% -$55.3K 0.01% 969
2023
Q2 		$186K Buy
5,979
+355
+6% +$10.4K 0.01% 822
2023
Q1 		$138K Hold
5,624
– – 0.01% 912
2022
Q4 		$127K Buy
5,624
+100
+2% +$2.14K 0.01% 914
2022
Q3 		$107K Hold
5,524
– – 0.01% 934
2022
Q2 		$107K Buy
+5,524
New +$137K 0.01% 934
2021
Q4 		– Sell
-1,711
Closed -$96K – 3647
2021
Q3 		$96K Sell
1,711
-94
-5% -$5.53K ﹤0.01% 1401
2021
Q2 		$96K Buy
1,805
+303
+20% +$17.6K ﹤0.01% 1422
2021
Q1 		$87K Buy
+1,502
New +$78.6K ﹤0.01% 1373

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

Harbour Investments's UPBD Position: Q2 2026 in Review

Harbour Investments opened a new position in Upbound Group (UPBD) in Q2 2026: 151 shares worth $3.2K. The stake represents ﹤0.01% of the portfolio and ranks #3857 among its holdings. This is a return to the name: Harbour Investments previously reported a position in UPBD as recently as Q3 2025.

Harbour Investments first reported a position in UPBD in Q1 2021 and has held it in 18 quarters since. The position peaked at $186K in Q2 2023. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Harbour Investments held 151 shares of Upbound Group worth $3.2K as of Q2 2026.
  • Upbound Group was a new Harbour Investments position in Q2 2026.
  • Upbound Group made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3857 holding.
  • Harbour Investments first reported a position in Upbound Group in Q1 2021 and has held it in 18 quarters since.
  • Harbour Investments's Upbound Group position peaked at $186K in Q2 2023.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.