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Parallel Advisors’s Upbound Group UPBD Stock Holding History

Parallel Advisors’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 		$4.53K Buy
+251
New +$4.89K ﹤0.01% 3071
2025
Q4 		– Sell
-102
Closed -$2.41K – 3754
2025
Q3 		$2.41K Hold
102
– – ﹤0.01% 3005
2025
Q2 		$2.56K Hold
102
– – ﹤0.01% 2977
2025
Q1 		$2.44K Sell
102
-6
-6% -$165 ﹤0.01% 2920
2024
Q4 		$3.15K Buy
108
+6
+6% +$186 ﹤0.01% 2810
2024
Q3 		$3.26K Sell
102
-58
-36% -$1.86K ﹤0.01% 2754
2024
Q2 		$4.91K Buy
160
+58
+57% +$1.85K ﹤0.01% 2552
2024
Q1 		$3.59K Hold
102
– – ﹤0.01% 2624
2023
Q4 		$3.46K Sell
102
-47
-32% -$1.4K ﹤0.01% 2632
2023
Q3 		$4.39K Buy
149
+17
+13% +$530 ﹤0.01% 2542
2023
Q2 		$4.11K Hold
132
– – ﹤0.01% 2498
2023
Q1 		$3.23K Hold
132
– – ﹤0.01% 2577
2022
Q4 		$2.98K Buy
132
+123
+1,367% +$2.63K ﹤0.01% 2531
2022
Q3 		$0 Buy
+9
New +$224 ﹤0.01% 3504
2022
Q1 		– Sell
-188
Closed -$9K – 3284
2021
Q4 		$9K Buy
+188
New +$9.4K ﹤0.01% 2174
2021
Q2 		– Sell
-21
Closed -$1K – 3070
2021
Q1 		$1K Buy
+21
New +$1.1K ﹤0.01% 2704
2018
Q1 		– Sell
-97
Closed -$1K – 2189
2017
Q4 		$1K Hold
97
– – ﹤0.01% 2013
2017
Q3 		$1K Hold
97
– – ﹤0.01% 2018
2017
Q2 		$1K Hold
97
– – ﹤0.01% 2031
2017
Q1 		$1K Buy
+97
New +$882 ﹤0.01% 1927

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

Parallel Advisors's UPBD Position: Q1 2026 in Review

Parallel Advisors opened a new position in Upbound Group (UPBD) in Q1 2026: 251 shares worth $4.53K. The stake represents ﹤0.01% of the portfolio and ranks #3071 among its holdings. This is a return to the name: Parallel Advisors previously reported a position in UPBD as recently as Q3 2025.

Parallel Advisors first reported a position in UPBD in Q1 2017 and has held it in 20 quarters since. The position peaked at $9K in Q4 2021. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Parallel Advisors held 251 shares of Upbound Group worth $4.53K as of Q1 2026.
  • Upbound Group was a new Parallel Advisors position in Q1 2026.
  • Upbound Group made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #3071 holding.
  • Parallel Advisors first reported a position in Upbound Group in Q1 2017 and has held it in 20 quarters since.
  • Parallel Advisors's Upbound Group position peaked at $9K in Q4 2021.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.