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
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

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

Lido Advisors's UPBD Position: Q2 2026 in Review

Lido Advisors increased its Upbound Group (UPBD) stake by 0.28% in Q2 2026, buying an estimated $6.45K and bringing the position to 124,926 shares worth $2.65M. The position accounts for 0.01% of the portfolio, ranked #703.

Lido Advisors first reported a position in UPBD in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.68M in Q3 2025. 259 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Lido Advisors held 124,926 shares of Upbound Group worth $2.65M as of Q2 2026.
  • Lido Advisors bought 345 Upbound Group shares in Q2 2026, an estimated $6.45K.
  • Upbound Group made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #703 holding.
  • Lido Advisors first reported a position in Upbound Group in Q3 2025 and has held it in 4 quarters since.
  • Lido Advisors's Upbound Group position peaked at $8.68M in Q3 2025.
  • 259 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.