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New Century Financial Group’s Upbound Group UPBD Stock Holding History

New Century Financial Group’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
Q4 		– Sell
-46,951
Closed -$1.11M – 54
2025
Q3 		$1.11M Buy
+46,951
New +$1.16M 1.97% 20

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
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

New Century Financial Group's UPBD Position: Q4 2025 in Review

New Century Financial Group sold out of Upbound Group (UPBD) in Q4 2025, closing a stake of 46,951 shares — an estimated $1.11M sold.

New Century Financial Group first reported a position in UPBD in Q3 2025 and held it in 1 quarter. The position peaked at $1.11M in Q3 2025. 237 funds tracked by Wall St. Rank hold UPBD as of Q4 2025.

  • New Century Financial Group reported no remaining Upbound Group position as of Q4 2025 after selling out during the quarter.
  • New Century Financial Group sold 46,951 Upbound Group shares in Q4 2025, an estimated $1.11M.
  • New Century Financial Group first reported a position in Upbound Group in Q3 2025 and held it in 1 quarter.
  • New Century Financial Group's Upbound Group position peaked at $1.11M in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Upbound Group as of Q4 2025.

Based on New Century Financial Group's 13F filing for Q4 2025.