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Integrated Wealth Concepts’s Upbound Group UPBD Stock Holding History

Integrated Wealth Concepts’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 		$75.7K Buy
+3,566
New +$66.7K ﹤0.01% 3028

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

Integrated Wealth Concepts's UPBD Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Upbound Group (UPBD) in Q2 2026: 3,566 shares worth $75.7K. The stake represents ﹤0.01% of the portfolio and ranks #3028 among its holdings.

258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Integrated Wealth Concepts held 3,566 shares of Upbound Group worth $75.7K as of Q2 2026.
  • Upbound Group was a new Integrated Wealth Concepts position in Q2 2026.
  • Upbound Group made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3028 holding.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.