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Parkworth Wealth Management’s Upbound Group UPBD Stock Holding History

Parkworth Wealth Management’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
2025
Q2 		$50 Hold
2
– – ﹤0.01% 1276
2025
Q1 		$48 Hold
2
– – ﹤0.01% 1114
2024
Q4 		$58 Buy
+2
New +$62 ﹤0.01% 1129

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Parkworth Wealth Management's UPBD Position: Q2 2025 in Review

Parkworth Wealth Management held its Upbound Group (UPBD) position steady in Q2 2025 at 2 shares worth $50. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

Parkworth Wealth Management first reported a position in UPBD in Q4 2024 and has held it in 3 quarters since. The position peaked at $58 in Q4 2024. 255 funds tracked by Wall St. Rank hold UPBD as of Q2 2025.

  • Parkworth Wealth Management held 2 shares of Upbound Group worth $50 as of Q2 2025.
  • Parkworth Wealth Management left its Upbound Group share count unchanged in Q2 2025.
  • Upbound Group made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1276 holding.
  • Parkworth Wealth Management first reported a position in Upbound Group in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Upbound Group position peaked at $58 in Q4 2024.
  • 255 funds tracked by Wall St. Rank held Upbound Group as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.