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Redhawk Wealth Advisors’s Upbound Group UPBD Stock Holding History

Redhawk Wealth Advisors’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 		$472K Buy
+22,236
New +$416K 0.05% 259

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Redhawk Wealth Advisors's UPBD Position: Q2 2026 in Review

Redhawk Wealth Advisors opened a new position in Upbound Group (UPBD) in Q2 2026: 22,236 shares worth $472K. The stake represents 0.05% of the portfolio and ranks #259 among its holdings.

258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Redhawk Wealth Advisors held 22,236 shares of Upbound Group worth $472K as of Q2 2026.
  • Upbound Group was a new Redhawk Wealth Advisors position in Q2 2026.
  • Upbound Group made up 0.05% of Redhawk Wealth Advisors's portfolio in Q2 2026, its #259 holding.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Redhawk Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.