Natixis Advisors’s Upbound Group UPBD Stock Holding History

Natixis 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 Q2	–	Sell	-64,686	Closed	-$1.55M	–	1697
2025 Q1	$1.55M	Buy	64,686 +404	+0.6%	+$11.1K	﹤0.01%	1157
2024 Q4	$1.88M	Buy	64,282 +53,991	+525%	+$1.68M	﹤0.01%	1114
2024 Q3	$329K	Buy	+10,291	New	+$331K	﹤0.01%	1521
2022 Q3	–	Sell	-35,675	Closed	-$694K	–	1516
2022 Q2	$694K	Buy	35,675 +3,339	+10%	+$83.1K	﹤0.01%	1198
2022 Q1	$815K	Buy	32,336 +5,864	+22%	+$212K	﹤0.01%	1177
2021 Q4	$1.27M	Sell	26,472 -2,966	-10%	-$148K	﹤0.01%	1076
2021 Q3	$1.65M	Buy	+29,438	New	+$1.73M	0.01%	964
2014 Q1	–	Sell	-89,264	Closed	-$2.98M	–	1264
2013 Q4	$2.98M	Buy	89,264 +4,280	+5%	+$148K	0.05%	523
2013 Q3	$3.24M	Buy	84,984 +2,483	+3%	+$95.7K	0.06%	469
2013 Q2	$3.1M	Buy	+82,501	New	+$2.99M	0.06%	470

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 $2.3T AUM 54.33% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Natixis Advisors's UPBD Position: Q2 2025 in Review

Natixis Advisors sold out of Upbound Group (UPBD) in Q2 2025, closing a stake of 64,686 shares — an estimated $1.55M sold.

Natixis Advisors first reported a position in UPBD in Q2 2013 and held it in 10 quarters. The position peaked at $3.24M in Q3 2013. 255 funds tracked by Wall St. Rank hold UPBD as of Q2 2025.

Natixis Advisors reported no remaining Upbound Group position as of Q2 2025 after selling out during the quarter.
Natixis Advisors sold 64,686 Upbound Group shares in Q2 2025, an estimated $1.55M.
Natixis Advisors first reported a position in Upbound Group in Q2 2013 and held it in 10 quarters.
Natixis Advisors's Upbound Group position peaked at $3.24M in Q3 2013.
255 funds tracked by Wall St. Rank held Upbound Group as of Q2 2025.

Based on Natixis Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.