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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
Q2 		$6.17K Buy
291
+40
+16% +$748 ﹤0.01% 3139
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Parallel Advisors's UPBD Position: Q2 2026 in Review

Parallel Advisors increased its Upbound Group (UPBD) stake by 16% in Q2 2026, buying an estimated $748 and bringing the position to 291 shares worth $6.17K. The position accounts for ﹤0.01% of the portfolio, ranked #3139.

Parallel Advisors first reported a position in UPBD in Q1 2017 and has held it in 21 quarters since. The position peaked at $9K in Q4 2021. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Parallel Advisors held 291 shares of Upbound Group worth $6.17K as of Q2 2026.
  • Parallel Advisors bought 40 Upbound Group shares in Q2 2026, an estimated $748.
  • Upbound Group made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #3139 holding.
  • Parallel Advisors first reported a position in Upbound Group in Q1 2017 and has held it in 21 quarters since.
  • Parallel Advisors's Upbound Group position peaked at $9K in Q4 2021.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.