ORG
UPBD icon

Optimist Retirement Group’s Upbound Group UPBD Stock Holding History

Optimist Retirement 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
2026
Q1 		$225K Buy
+12,454
New +$243K 0.1% 104
2025
Q4 		– Sell
-10,910
Closed -$258K – 124
2025
Q3 		$258K Buy
10,910
+1,653
+18% +$40.8K 0.12% 99
2025
Q2 		$232K Hold
9,257
– – 0.11% 105
2025
Q1 		$222K Buy
9,257
+1,266
+16% +$34.8K 0.11% 107
2024
Q4 		$233K Buy
7,991
+916
+13% +$28.4K 0.11% 103
2024
Q3 		$226K Hold
7,075
– – 0.1% 113
2024
Q2 		$217K Sell
7,075
-2,901
-29% -$92.7K 0.11% 101
2024
Q1 		$351K Hold
9,976
– – 0.18% 56
2023
Q4 		$339K Buy
+9,976
New +$297K 0.22% 53

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Optimist Retirement Group's UPBD Position: Q1 2026 in Review

Optimist Retirement Group opened a new position in Upbound Group (UPBD) in Q1 2026: 12,454 shares worth $225K. The stake represents 0.1% of the portfolio and ranks #104 among its holdings. This is a return to the name: Optimist Retirement Group previously reported a position in UPBD as recently as Q3 2025.

Optimist Retirement Group first reported a position in UPBD in Q4 2023 and has held it in 9 quarters since. The position peaked at $351K in Q1 2024. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Optimist Retirement Group held 12,454 shares of Upbound Group worth $225K as of Q1 2026.
  • Upbound Group was a new Optimist Retirement Group position in Q1 2026.
  • Upbound Group made up 0.1% of Optimist Retirement Group's portfolio in Q1 2026, its #104 holding.
  • Optimist Retirement Group first reported a position in Upbound Group in Q4 2023 and has held it in 9 quarters since.
  • Optimist Retirement Group's Upbound Group position peaked at $351K in Q1 2024.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.