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Proffitt & Goodson’s Upbound Group UPBD Stock Holding History

Proffitt & Goodson’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
Q3 		– Sell
-200
Closed -$5.02K – 450
2025
Q2 		$5.02K Buy
+200
New +$4.67K ﹤0.01% 230

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Proffitt & Goodson's UPBD Position: Q3 2025 in Review

Proffitt & Goodson sold out of Upbound Group (UPBD) in Q3 2025, closing a stake of 200 shares — an estimated $5.02K sold.

Proffitt & Goodson first reported a position in UPBD in Q2 2025 and held it in 1 quarter. The position peaked at $5.02K in Q2 2025. 260 funds tracked by Wall St. Rank hold UPBD as of Q3 2025.

  • Proffitt & Goodson reported no remaining Upbound Group position as of Q3 2025 after selling out during the quarter.
  • Proffitt & Goodson sold 200 Upbound Group shares in Q3 2025, an estimated $5.02K.
  • Proffitt & Goodson first reported a position in Upbound Group in Q2 2025 and held it in 1 quarter.
  • Proffitt & Goodson's Upbound Group position peaked at $5.02K in Q2 2025.
  • 260 funds tracked by Wall St. Rank held Upbound Group as of Q3 2025.

Based on Proffitt & Goodson's 13F filing for Q3 2025, filed 21 Oct 2025.