Lindbrook Capital’s Upbound Group UPBD Stock Holding History

Lindbrook Capital’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 Q1	$72	Buy	+3	New	+$82	﹤0.01%	2757
2024 Q3	–	Sell	-58	Closed	-$1.78K	–	2912
2024 Q2	$1.78K	Buy	+58	New	+$1.85K	﹤0.01%	2371
2023 Q4	–	Sell	-38	Closed	-$1.12K	–	2825
2023 Q3	$1.12K	Buy	+38	New	+$1.19K	﹤0.01%	2328
2022 Q4	–	Sell	-26	Closed	–	–	3016
2022 Q3	$0	Buy	+26	New	+$647	﹤0.01%	2919
2022 Q2	–	Sell	-57	Closed	-$1K	–	2782
2022 Q1	$1K	Buy	+57	New	+$2.06K	﹤0.01%	2381

Other funds holding UPBD

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HCM

Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Lindbrook Capital's UPBD Position: Q1 2025 in Review

Lindbrook Capital opened a new position in Upbound Group (UPBD) in Q1 2025: 3 shares worth $72. The stake represents ﹤0.01% of the portfolio and ranks #2757 among its holdings. This is a return to the name: Lindbrook Capital previously reported a position in UPBD as recently as Q2 2024.

Lindbrook Capital first reported a position in UPBD in Q1 2022 and has held it in 5 quarters since. The position peaked at $1.78K in Q2 2024. 243 funds tracked by Wall St. Rank hold UPBD as of Q1 2025.

Lindbrook Capital held 3 shares of Upbound Group worth $72 as of Q1 2025.
Upbound Group was a new Lindbrook Capital position in Q1 2025.
Upbound Group made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2757 holding.
Lindbrook Capital first reported a position in Upbound Group in Q1 2022 and has held it in 5 quarters since.
Lindbrook Capital's Upbound Group position peaked at $1.78K in Q2 2024.
243 funds tracked by Wall St. Rank held Upbound Group as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.