Natixis Advisors
UPBD icon

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

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BlackRock New York $5.7T 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return