Jones Financial Companies
UPBD icon

Jones Financial Companies’s Upbound Group UPBD Stock Holding History

Jones Financial Companies’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 		$2.7K Hold
132
– – ﹤0.01% 4341
2026
Q1 		$2.39K Buy
132
+100
+313% +$1.95K ﹤0.01% 4099
2025
Q4 		$562 Sell
32
-1,115
-97% -$21.6K ﹤0.01% 4138
2025
Q3 		$28K Sell
1,147
-1,885
-62% -$46.5K ﹤0.01% 2628
2025
Q2 		$77.3K Sell
3,032
-4,999
-62% -$117K ﹤0.01% 2046
2025
Q1 		$191K Sell
8,031
-486
-6% -$13.3K ﹤0.01% 1509
2024
Q4 		$248K Sell
8,517
-8,891
-51% -$276K ﹤0.01% 1257
2024
Q3 		$565K Sell
17,408
-2,176
-11% -$69.9K ﹤0.01% 779
2024
Q2 		$601K Buy
+19,584
New +$626K ﹤0.01% 513

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

Jones Financial Companies's UPBD Position: Q2 2026 in Review

Jones Financial Companies held its Upbound Group (UPBD) position steady in Q2 2026 at 132 shares worth $2.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4341.

Jones Financial Companies first reported a position in UPBD in Q2 2024 and has held it in 9 quarters since. The position peaked at $601K in Q2 2024. 257 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Jones Financial Companies held 132 shares of Upbound Group worth $2.7K as of Q2 2026.
  • Jones Financial Companies left its Upbound Group share count unchanged in Q2 2026.
  • Upbound Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4341 holding.
  • Jones Financial Companies first reported a position in Upbound Group in Q2 2024 and has held it in 9 quarters since.
  • Jones Financial Companies's Upbound Group position peaked at $601K in Q2 2024.
  • 257 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.