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PharVision Advisers’s Upbound Group UPBD Stock Holding History

PharVision Advisers’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 		– Sell
-11,678
Closed -$205K – 623
2025
Q4 		$205K Buy
+11,678
New +$226K 0.1% 538
2025
Q1 		– Sell
-10,754
Closed -$314K – 522
2024
Q4 		$314K Buy
+10,754
New +$334K 0.27% 138

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

PharVision Advisers's UPBD Position: Q1 2026 in Review

PharVision Advisers sold out of Upbound Group (UPBD) in Q1 2026, closing a stake of 11,678 shares — an estimated $205K sold.

PharVision Advisers first reported a position in UPBD in Q4 2024 and held it in 2 quarters. The position peaked at $314K in Q4 2024. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • PharVision Advisers reported no remaining Upbound Group position as of Q1 2026 after selling out during the quarter.
  • PharVision Advisers sold 11,678 Upbound Group shares in Q1 2026, an estimated $205K.
  • PharVision Advisers first reported a position in Upbound Group in Q4 2024 and held it in 2 quarters.
  • PharVision Advisers's Upbound Group position peaked at $314K in Q4 2024.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on PharVision Advisers's 13F filing for Q1 2026, filed 22 Apr 2026.