IA
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Inspire Advisors’s Upbound Group UPBD Stock Holding History

Inspire 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 		$2.65M Buy
146,577
+13,508
+10% +$263K 0.22% 81
2025
Q4 		$2.34M Buy
133,069
+22,449
+20% +$434K 0.22% 84
2025
Q3 		$2.61M Sell
110,620
-5,274
-5% -$130K 0.25% 73
2025
Q2 		$2.91M Buy
+115,894
New +$2.71M 0.3% 54
2024
Q2 		– Sell
-35,246
Closed -$1.24M – 471
2024
Q1 		$1.24M Buy
35,246
+5,840
+20% +$195K 0.17% 61
2023
Q4 		$999K Buy
29,406
+2,465
+9% +$73.4K 0.15% 79
2023
Q3 		$793K Sell
26,941
-3,847
-12% -$120K 0.14% 76
2023
Q2 		$958K Buy
30,788
+418
+1% +$12.2K 0.19% 45
2023
Q1 		$744K Buy
30,370
+5,178
+21% +$133K 0.17% 53
2022
Q4 		$568K Buy
25,192
+10,043
+66% +$215K 0.14% 42
2022
Q3 		$265K Buy
+15,149
New +$377K 0.07% 76

Other funds holding UPBD

BlackRock
BlackRock New York $5.7T 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 $761B AUM 31.28% 1-Year Est. Return