OF
UPBD icon

Optimize Financial’s Upbound Group UPBD Stock Holding History

Optimize Financial’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 		$588K Buy
+32,595
New +$635K 0.29% 73

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

Optimize Financial's UPBD Position: Q1 2026 in Review

Optimize Financial opened a new position in Upbound Group (UPBD) in Q1 2026: 32,595 shares worth $588K. The stake represents 0.29% of the portfolio and ranks #73 among its holdings.

239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Optimize Financial held 32,595 shares of Upbound Group worth $588K as of Q1 2026.
  • Upbound Group was a new Optimize Financial position in Q1 2026.
  • Upbound Group made up 0.29% of Optimize Financial's portfolio in Q1 2026, its #73 holding.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.