Private Wealth Asset Management’s Upbound Group UPBD Stock Holding History

Private Wealth Asset Management’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	$5.71K	Hold	269	–	–	﹤0.01%	773
2026 Q1	$4.86K	Hold	269	–	–	﹤0.01%	784
2025 Q4	$4.72K	Hold	269	–	–	﹤0.01%	770
2025 Q3	$6.36K	Hold	269	–	–	﹤0.01%	729
2025 Q2	$6.75K	Hold	269	–	–	﹤0.01%	729
2025 Q1	$6.45K	Buy	+269	New	+$7.39K	﹤0.01%	694

Other funds holding UPBD

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

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

Private Wealth Asset Management's UPBD Position: Q2 2026 in Review

Private Wealth Asset Management held its Upbound Group (UPBD) position steady in Q2 2026 at 269 shares worth $5.71K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Private Wealth Asset Management first reported a position in UPBD in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.75K in Q2 2025. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

Private Wealth Asset Management held 269 shares of Upbound Group worth $5.71K as of Q2 2026.
Private Wealth Asset Management left its Upbound Group share count unchanged in Q2 2026.
Upbound Group made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #773 holding.
Private Wealth Asset Management first reported a position in Upbound Group in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Upbound Group position peaked at $6.75K in Q2 2025.
258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.