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Larson Financial Group’s Upbound Group UPBD Stock Holding History

Larson Financial Group’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 		$8.62K Sell
406
-73
-15% -$1.36K ﹤0.01% 2497
2026
Q1 		$8.65K Buy
479
+315
+192% +$6.14K ﹤0.01% 2333
2025
Q4 		$2.88K Buy
164
+139
+556% +$2.69K ﹤0.01% 2680
2025
Q3 		$591 Sell
25
-43
-63% -$1.06K ﹤0.01% 3069
2025
Q2 		$1.71K Buy
+68
New +$1.59K ﹤0.01% 2469
2021
Q3 		– Sell
-54
Closed -$3K – 949
2021
Q2 		$3K Buy
+54
New +$3.14K ﹤0.01% 705

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

Larson Financial Group's UPBD Position: Q2 2026 in Review

Larson Financial Group reduced its Upbound Group (UPBD) stake by 15% in Q2 2026, selling an estimated $1.36K and leaving 406 shares worth $8.62K. The position accounts for ﹤0.01% of the portfolio, ranked #2497.

Larson Financial Group first reported a position in UPBD in Q2 2021 and has held it in 6 quarters since. The position peaked at $8.65K in Q1 2026. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Larson Financial Group held 406 shares of Upbound Group worth $8.62K as of Q2 2026.
  • Larson Financial Group sold 73 Upbound Group shares in Q2 2026, an estimated $1.36K.
  • Upbound Group made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2497 holding.
  • Larson Financial Group first reported a position in Upbound Group in Q2 2021 and has held it in 6 quarters since.
  • Larson Financial Group's Upbound Group position peaked at $8.65K in Q1 2026.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

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