LPL Financial
UPBD icon

LPL Financial’s Upbound Group UPBD Stock Holding History

LPL Financial’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 		$1.55M Buy
72,880
+2,648
+4% +$49.5K ﹤0.01% 4024
2026
Q1 		$1.27M Buy
70,232
+23,891
+52% +$466K ﹤0.01% 3954
2025
Q4 		$814K Buy
46,341
+673
+1% +$13K ﹤0.01% 4274
2025
Q3 		$1.08M Buy
45,668
+2,873
+7% +$70.9K ﹤0.01% 3927
2025
Q2 		$1.07M Buy
42,795
+16,510
+63% +$386K ﹤0.01% 3688
2025
Q1 		$630K Buy
26,285
+5,959
+29% +$164K ﹤0.01% 3953
2024
Q4 		$593K Sell
20,326
-731
-3% -$22.7K ﹤0.01% 3940
2024
Q3 		$674K Buy
21,057
+3
+0% +$96 ﹤0.01% 3752
2024
Q2 		$646K Buy
21,054
+9,493
+82% +$303K ﹤0.01% 3637
2024
Q1 		$407K Sell
11,561
-6,914
-37% -$231K ﹤0.01% 3946
2023
Q4 		$628K Sell
18,475
-1,000
-5% -$29.8K ﹤0.01% 3481
2023
Q3 		$574K Buy
+19,475
New +$607K ﹤0.01% 3368
2022
Q4 		– Sell
-14,363
Closed -$251K – 4564
2022
Q3 		$251K Buy
+14,363
New +$358K ﹤0.01% 3742
2022
Q1 		– Sell
-15,307
Closed -$735K – 4392
2021
Q4 		$735K Buy
15,307
+5,460
+55% +$273K ﹤0.01% 2929
2021
Q3 		$553K Sell
9,847
-697
-7% -$41K ﹤0.01% 3128
2021
Q2 		$560K Buy
10,544
+1,667
+19% +$96.8K ﹤0.01% 3062
2021
Q1 		$512K Buy
8,877
+1,557
+21% +$81.5K ﹤0.01% 3003
2020
Q4 		$280K Buy
+7,320
New +$249K ﹤0.01% 3259
2017
Q4 		– Sell
-11,740
Closed -$135K – 3072
2017
Q3 		$135K Hold
11,740
– – ﹤0.01% 2746
2017
Q2 		$138K Hold
11,740
– – ﹤0.01% 2672
2017
Q1 		$101K Buy
+11,740
New +$107K ﹤0.01% 2612

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

LPL Financial's UPBD Position: Q2 2026 in Review

LPL Financial increased its Upbound Group (UPBD) stake by 3.8% in Q2 2026, buying an estimated $49.5K and bringing the position to 72,880 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #4024.

LPL Financial first reported a position in UPBD in Q1 2017 and has held it in 21 quarters since. 90 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • LPL Financial held 72,880 shares of Upbound Group worth $1.55M as of Q2 2026.
  • LPL Financial bought 2,648 Upbound Group shares in Q2 2026, an estimated $49.5K.
  • Upbound Group made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4024 holding.
  • LPL Financial first reported a position in Upbound Group in Q1 2017 and has held it in 21 quarters since.
  • 90 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.