Plante Moran Financial Advisors’s Upbound Group UPBD Stock Holding History

Plante Moran Financial 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
2026 Q2	$233	Buy	+11	New	+$206	﹤0.01%	1411

Other funds holding UPBD

BlackRock New York $6.73T AUM 46.02% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Plante Moran Financial Advisors's UPBD Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Upbound Group (UPBD) in Q2 2026: 11 shares worth $233. The stake represents ﹤0.01% of the portfolio and ranks #1411 among its holdings.

100 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

Plante Moran Financial Advisors held 11 shares of Upbound Group worth $233 as of Q2 2026.
Upbound Group was a new Plante Moran Financial Advisors position in Q2 2026.
Upbound Group made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1411 holding.
100 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.