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 Q2	$264K	Hold	12,454	–	–	0.1%	101
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Optimist Retirement Group's UPBD Position: Q2 2026 in Review

Optimist Retirement Group held its Upbound Group (UPBD) position steady in Q2 2026 at 12,454 shares worth $264K. The position accounts for 0.1% of the portfolio, ranked #101.

Optimist Retirement Group first reported a position in UPBD in Q4 2023 and has held it in 10 quarters since. The position peaked at $351K in Q1 2024. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

Optimist Retirement Group held 12,454 shares of Upbound Group worth $264K as of Q2 2026.
Optimist Retirement Group left its Upbound Group share count unchanged in Q2 2026.
Upbound Group made up 0.1% of Optimist Retirement Group's portfolio in Q2 2026, its #101 holding.
Optimist Retirement Group first reported a position in Upbound Group in Q4 2023 and has held it in 10 quarters since.
Optimist Retirement Group's Upbound Group position peaked at $351K in Q1 2024.
258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.