Pineridge Advisors’s Upbound Group UPBD Stock Holding History

Pineridge 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
2025 Q1	–	Sell	-18	Closed	-$532	–	667
2024 Q4	$532	Hold	18	–	–	﹤0.01%	568
2024 Q3	$576	Hold	18	–	–	﹤0.01%	527
2024 Q2	$553	Hold	18	–	–	﹤0.01%	570
2024 Q1	$634	Sell	18 -25	-58%	-$835	﹤0.01%	545
2023 Q4	$1.46K	Buy	+43	New	+$1.28K	﹤0.01%	660

Other funds holding UPBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

HCM

Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Pineridge Advisors's UPBD Position: Q1 2025 in Review

Pineridge Advisors sold out of Upbound Group (UPBD) in Q1 2025, closing a stake of 18 shares — an estimated $532 sold.

Pineridge Advisors first reported a position in UPBD in Q4 2023 and held it in 5 quarters. The position peaked at $1.46K in Q4 2023. 243 funds tracked by Wall St. Rank hold UPBD as of Q1 2025.

Pineridge Advisors reported no remaining Upbound Group position as of Q1 2025 after selling out during the quarter.
Pineridge Advisors sold 18 Upbound Group shares in Q1 2025, an estimated $532.
Pineridge Advisors first reported a position in Upbound Group in Q4 2023 and held it in 5 quarters.
Pineridge Advisors's Upbound Group position peaked at $1.46K in Q4 2023.
243 funds tracked by Wall St. Rank held Upbound Group as of Q1 2025.

Based on Pineridge Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.