PFG Investments’s Upbound Group UPBD Stock Holding History

PFG Investments’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	$482K	Buy	22,708 +8,447	+59%	+$158K	0.02%	687
2026 Q1	$257K	Buy	+14,261	New	+$278K	0.01%	940

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

PFG Investments's UPBD Position: Q2 2026 in Review

PFG Investments increased its Upbound Group (UPBD) stake by 59% in Q2 2026, buying an estimated $158K and bringing the position to 22,708 shares worth $482K. The position accounts for 0.02% of the portfolio, ranked #687.

PFG Investments first reported a position in UPBD in Q1 2026 and has held it in 2 quarters since. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

PFG Investments held 22,708 shares of Upbound Group worth $482K as of Q2 2026.
PFG Investments bought 8,447 Upbound Group shares in Q2 2026, an estimated $158K.
Upbound Group made up 0.02% of PFG Investments's portfolio in Q2 2026, its #687 holding.
PFG Investments first reported a position in Upbound Group in Q1 2026 and has held it in 2 quarters since.
258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.