Kestra Private Wealth Services’s Upbound Group UPBD Stock Holding History

Kestra Private Wealth Services’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	$1.01M	Buy	+47,828	New	+$894K	0.01%	891
2022 Q4	–	Sell	-11,167	Closed	-$196K	–	989
2022 Q3	$196K	Sell	11,167 -462	-4%	-$11.5K	0.01%	793
2022 Q2	$226K	Sell	11,629 -1,199	-9%	-$29.8K	0.01%	750
2022 Q1	$323K	Sell	12,828 -58	-0.5%	-$2.1K	0.02%	719
2021 Q4	$619K	Sell	12,886 -77	-0.6%	-$3.85K	0.03%	522
2021 Q3	$729K	Sell	12,963 -2,196	-14%	-$129K	0.04%	443
2021 Q2	$804K	Buy	15,159 +1,983	+15%	+$115K	0.05%	393
2021 Q1	$760K	Buy	13,176 +2,409	+22%	+$126K	0.05%	359
2020 Q4	$413K	Buy	10,767 +3,417	+46%	+$116K	0.03%	476
2020 Q3	$220K	Buy	+7,350	New	+$217K	0.02%	574

Other funds holding UPBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kestra Private Wealth Services's UPBD Position: Q2 2026 in Review

Kestra Private Wealth Services opened a new position in Upbound Group (UPBD) in Q2 2026: 47,828 shares worth $1.01M. The stake represents 0.01% of the portfolio and ranks #891 among its holdings. This is a return to the name: Kestra Private Wealth Services previously reported a position in UPBD as recently as Q3 2022.

Kestra Private Wealth Services first reported a position in UPBD in Q3 2020 and has held it in 10 quarters since. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

Kestra Private Wealth Services held 47,828 shares of Upbound Group worth $1.01M as of Q2 2026.
Upbound Group was a new Kestra Private Wealth Services position in Q2 2026.
Upbound Group made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #891 holding.
Kestra Private Wealth Services first reported a position in Upbound Group in Q3 2020 and has held it in 10 quarters since.
258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.