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 Q2	$689K	Sell	32,482 -113	-0.3%	-$2.11K	0.25%	66
2026 Q1	$588K	Buy	+32,595	New	+$635K	0.29%	73

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 $3.37T AUM 44.26% 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

Optimize Financial's UPBD Position: Q2 2026 in Review

Optimize Financial reduced its Upbound Group (UPBD) stake by 0.35% in Q2 2026, selling an estimated $2.11K and leaving 32,482 shares worth $689K. The position accounts for 0.25% of the portfolio, ranked #66.

Optimize Financial first reported a position in UPBD in Q1 2026 and has held it in 2 quarters since. 259 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

Optimize Financial held 32,482 shares of Upbound Group worth $689K as of Q2 2026.
Optimize Financial sold 113 Upbound Group shares in Q2 2026, an estimated $2.11K.
Upbound Group made up 0.25% of Optimize Financial's portfolio in Q2 2026, its #66 holding.
Optimize Financial first reported a position in Upbound Group in Q1 2026 and has held it in 2 quarters since.
259 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.