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Pinnacle Wealth Planning Services’s Upbound Group UPBD Stock Holding History

Pinnacle Wealth Planning Services’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 		$49.5K Buy
2,742
+257
+10% +$5.01K 0.01% 1209
2025
Q4 		$43.6K Buy
+2,485
New +$48K ﹤0.01% 1292
2021
Q1 		– Sell
-157
Closed -$6K – 1856
2020
Q4 		$6K Buy
+157
New +$5.33K ﹤0.01% 1611

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

Pinnacle Wealth Planning Services's UPBD Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Upbound Group (UPBD) stake by 10% in Q1 2026, buying an estimated $5.01K and bringing the position to 2,742 shares worth $49.5K. The position accounts for 0.01% of the portfolio, ranked #1209.

Pinnacle Wealth Planning Services first reported a position in UPBD in Q4 2020 and has held it in 3 quarters since. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,742 shares of Upbound Group worth $49.5K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 257 Upbound Group shares in Q1 2026, an estimated $5.01K.
  • Upbound Group made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1209 holding.
  • Pinnacle Wealth Planning Services first reported a position in Upbound Group in Q4 2020 and has held it in 3 quarters since.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.