Raymond James Financial
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Raymond James Financial’s Upbound Group UPBD Stock Holding History

Raymond James Financial’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 		$2.08M Buy
115,297
+10,139
+10% +$198K ﹤0.01% 3336
2025
Q4 		$1.85M Sell
105,158
-52,139
-33% -$1.01M ﹤0.01% 3338
2025
Q3 		$3.72M Sell
157,297
-308
-0.2% -$7.61K ﹤0.01% 2694
2025
Q2 		$3.96M Buy
157,605
+3,967
+3% +$92.7K ﹤0.01% 2535
2025
Q1 		$3.68M Buy
153,638
+19,179
+14% +$527K ﹤0.01% 2532
2024
Q4 		$3.92M Buy
+134,459
New +$4.17M ﹤0.01% 2471

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $21.7B AUM 77.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial's UPBD Position: Q1 2026 in Review

Raymond James Financial increased its Upbound Group (UPBD) stake by 9.6% in Q1 2026, buying an estimated $198K and bringing the position to 115,297 shares worth $2.08M. The position accounts for ﹤0.01% of the portfolio, ranked #3336.

Raymond James Financial first reported a position in UPBD in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.96M in Q2 2025. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Raymond James Financial held 115,297 shares of Upbound Group worth $2.08M as of Q1 2026.
  • Raymond James Financial bought 10,139 Upbound Group shares in Q1 2026, an estimated $198K.
  • Upbound Group made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3336 holding.
  • Raymond James Financial first reported a position in Upbound Group in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Upbound Group position peaked at $3.96M in Q2 2025.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.