RFG
UPBD icon

Range Financial Group’s Upbound Group UPBD Stock Holding History

Range Financial Group’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 		$1.46M Buy
80,999
+5,117
+7% +$99.7K 0.49% 69
2025
Q4 		$1.33M Buy
+75,882
New +$1.47M 0.46% 70
2022
Q4 		– Sell
-45,687
Closed -$800K – 189
2022
Q3 		$800K Buy
45,687
+1,408
+3% +$35.1K 0.62% 71
2022
Q2 		$861K Buy
+44,279
New +$1.1M 0.63% 68
2022
Q1 		– Sell
-16,518
Closed -$794K – 186
2021
Q4 		$794K Sell
16,518
-6,904
-29% -$345K 0.52% 81
2021
Q3 		$1.32M Buy
23,422
+1,253
+6% +$73.8K 0.95% 33
2021
Q2 		$1.18M Buy
22,169
+3,301
+17% +$192K 0.87% 40
2021
Q1 		$1.09M Buy
+18,868
New +$987K 0.99% 36

Other funds holding UPBD

BlackRock
BlackRock New York $5.7T 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 $761B AUM 31.28% 1-Year Est. Return