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 Q2	$1.76M	Buy	82,907 +1,908	+2%	+$35.7K	0.48%	66
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 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

Range Financial Group's UPBD Position: Q2 2026 in Review

Range Financial Group increased its Upbound Group (UPBD) stake by 2.4% in Q2 2026, buying an estimated $35.7K and bringing the position to 82,907 shares worth $1.76M. The position accounts for 0.48% of the portfolio, ranked #66.

Range Financial Group first reported a position in UPBD in Q1 2021 and has held it in 9 quarters since. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

Range Financial Group held 82,907 shares of Upbound Group worth $1.76M as of Q2 2026.
Range Financial Group bought 1,908 Upbound Group shares in Q2 2026, an estimated $35.7K.
Upbound Group made up 0.48% of Range Financial Group's portfolio in Q2 2026, its #66 holding.
Range Financial Group first reported a position in Upbound Group in Q1 2021 and has held it in 9 quarters since.
258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Range Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.