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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
Q2 		$58.4K Buy
2,754
+12
+0.4% +$224 0.01% 1164
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Wealth Planning Services's UPBD Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Upbound Group (UPBD) stake by 0.44% in Q2 2026, buying an estimated $224 and bringing the position to 2,754 shares worth $58.4K. The position accounts for 0.01% of the portfolio, ranked #1164.

Pinnacle Wealth Planning Services first reported a position in UPBD in Q4 2020 and has held it in 4 quarters since. 259 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,754 shares of Upbound Group worth $58.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 12 Upbound Group shares in Q2 2026, an estimated $224.
  • Upbound Group made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1164 holding.
  • Pinnacle Wealth Planning Services first reported a position in Upbound Group in Q4 2020 and has held it in 4 quarters since.
  • 259 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.