HRT Financial’s Upbound Group UPBD Stock Holding History

HRT Financial’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
2025 Q4	–	Sell	-9,407	Closed	-$222K	–	4084
2025 Q3	$222K	Buy	+9,407	New	+$232K	﹤0.01%	2359
2023 Q4	–	Sell	-56,196	Closed	-$1.65M	–	3117
2023 Q3	$1.65M	Buy	+56,196	New	+$1.75M	0.02%	706
2023 Q1	–	Sell	-96,455	Closed	-$2.17M	–	3232
2022 Q4	$2.17M	Buy	+96,455	New	+$2.07M	0.03%	548
2022 Q3	–	Sell	-146,383	Closed	-$2.85M	–	3528
2022 Q2	$2.85M	Buy	+146,383	New	+$3.64M	0.03%	439
2022 Q1	–	Sell	-22,225	Closed	-$1.07M	–	3905
2021 Q4	$1.07M	Sell	22,225 -121,018	-84%	-$6.05M	0.01%	1053
2021 Q3	$8.05M	Buy	+143,243	New	+$8.43M	0.05%	203
2020 Q4	–	Sell	-21,652	Closed	-$647K	–	2501
2020 Q3	$647K	Buy	21,652 +14,115	+187%	+$417K	0.02%	769
2020 Q2	$209K	Buy	+7,537	New	+$167K	0.01%	1143
2018 Q4	–	Sell	-16,729	Closed	-$240K	–	763
2018 Q3	$240K	Buy	+16,729	New	+$246K	0.04%	296

Other funds holding UPBD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HCM

Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HRT Financial's UPBD Position: Q4 2025 in Review

HRT Financial sold out of Upbound Group (UPBD) in Q4 2025, closing a stake of 9,407 shares — an estimated $222K sold.

HRT Financial first reported a position in UPBD in Q3 2018 and held it in 9 quarters. The position peaked at $8.05M in Q3 2021. 237 funds tracked by Wall St. Rank hold UPBD as of Q4 2025.

HRT Financial reported no remaining Upbound Group position as of Q4 2025 after selling out during the quarter.
HRT Financial sold 9,407 Upbound Group shares in Q4 2025, an estimated $222K.
HRT Financial first reported a position in Upbound Group in Q3 2018 and held it in 9 quarters.
HRT Financial's Upbound Group position peaked at $8.05M in Q3 2021.
237 funds tracked by Wall St. Rank held Upbound Group as of Q4 2025.

Based on HRT Financial's 13F filing for Q4 2025, filed 12 Feb 2026.