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Mount Yale Investment Advisors’s Upbound Group UPBD Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-333
Closed -$8.36K – 1546
2025
Q2 		$8.36K Buy
+333
New +$7.78K ﹤0.01% 1161

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mount Yale Investment Advisors's UPBD Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Upbound Group (UPBD) in Q3 2025, closing a stake of 333 shares — an estimated $8.36K sold.

Mount Yale Investment Advisors first reported a position in UPBD in Q2 2025 and held it in 1 quarter. The position peaked at $8.36K in Q2 2025. 261 funds tracked by Wall St. Rank hold UPBD as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Upbound Group position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 333 Upbound Group shares in Q3 2025, an estimated $8.36K.
  • Mount Yale Investment Advisors first reported a position in Upbound Group in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Upbound Group position peaked at $8.36K in Q2 2025.
  • 261 funds tracked by Wall St. Rank held Upbound Group as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.