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Kingsview Wealth Management’s Upbound Group UPBD Stock Holding History

Kingsview Wealth Management’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
Q2 		– Sell
-15,271
Closed -$366K – 1225
2025
Q1 		$366K Buy
+15,271
New +$419K 0.01% 823
2023
Q3 		– Sell
-27,359
Closed -$852K – 1008
2023
Q2 		$852K Buy
27,359
+2,725
+11% +$79.6K 0.03% 458
2023
Q1 		$604K Buy
24,634
+14,664
+147% +$377K 0.03% 522
2022
Q4 		$225K Buy
+9,970
New +$214K 0.01% 758

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 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 $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Kingsview Wealth Management's UPBD Position: Q2 2025 in Review

Kingsview Wealth Management sold out of Upbound Group (UPBD) in Q2 2025, closing a stake of 15,271 shares — an estimated $366K sold.

Kingsview Wealth Management first reported a position in UPBD in Q4 2022 and held it in 4 quarters. The position peaked at $852K in Q2 2023. 255 funds tracked by Wall St. Rank hold UPBD as of Q2 2025.

  • Kingsview Wealth Management reported no remaining Upbound Group position as of Q2 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 15,271 Upbound Group shares in Q2 2025, an estimated $366K.
  • Kingsview Wealth Management first reported a position in Upbound Group in Q4 2022 and held it in 4 quarters.
  • Kingsview Wealth Management's Upbound Group position peaked at $852K in Q2 2023.
  • 255 funds tracked by Wall St. Rank held Upbound Group as of Q2 2025.

Based on Kingsview Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.