Lido Advisors
UPBD icon

Lido Advisors’s Upbound Group UPBD Stock Holding History

Lido Advisors’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
Q3 		$1.96M Buy
124,958
+32
+0% +$617 0.01% 804
2026
Q2 		$2.65M Buy
124,926
+345
+0.3% +$6.45K 0.01% 703
2026
Q1 		$2.25M Sell
124,581
-182,205
-59% -$3.55M 0.01% 678
2025
Q4 		$6.56M Sell
306,786
-57,571
-16% -$1.11M 0.02% 395
2025
Q3 		$8.68M Buy
+364,357
New +$9M 0.03% 332

Other funds holding UPBD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Huber Capital Management
Huber Capital Management El Segundo, California $673M AUM 18.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Lido Advisors's UPBD Position: Q3 2026 in Review

Lido Advisors increased its Upbound Group (UPBD) stake by 0.03% in Q3 2026, buying an estimated $617 and bringing the position to 124,958 shares worth $1.96M. The position accounts for 0.01% of the portfolio, ranked #804.

Lido Advisors first reported a position in UPBD in Q3 2025 and has held it in 5 quarters since. The position peaked at $8.68M in Q3 2025. 166 funds tracked by Wall St. Rank hold UPBD as of Q3 2026.

  • Lido Advisors held 124,958 shares of Upbound Group worth $1.96M as of Q3 2026.
  • Lido Advisors bought 32 Upbound Group shares in Q3 2026, an estimated $617.
  • Upbound Group made up 0.01% of Lido Advisors's portfolio in Q3 2026, its #804 holding.
  • Lido Advisors first reported a position in Upbound Group in Q3 2025 and has held it in 5 quarters since.
  • Lido Advisors's Upbound Group position peaked at $8.68M in Q3 2025.
  • 166 funds tracked by Wall St. Rank held Upbound Group as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.