Rockefeller Capital Management
UPBD icon

Rockefeller Capital Management’s Upbound Group UPBD Stock Holding History

Rockefeller Capital Management’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 		$10.3K Buy
569
+436
+328% +$8.5K ﹤0.01% 3980
2025
Q4 		$2.34K Sell
133
-25
-16% -$483 ﹤0.01% 4279
2025
Q3 		$3.75K Buy
+158
New +$3.9K ﹤0.01% 3958
2023
Q1 		– Sell
-108
Closed -$2K – 3793
2022
Q4 		$2K Buy
108
+2
+2% +$43 ﹤0.01% 3609
2022
Q3 		$1K Sell
106
-104
-50% -$2.59K ﹤0.01% 3797
2022
Q2 		$4K Sell
210
-68
-24% -$1.69K ﹤0.01% 3578
2022
Q1 		$7K Buy
278
+40
+17% +$1.45K ﹤0.01% 3233
2021
Q4 		$11K Sell
238
-1,000
-81% -$50K ﹤0.01% 2945
2021
Q3 		$69K Sell
1,238
-768
-38% -$45.2K ﹤0.01% 1998
2021
Q2 		$106K Buy
+2,006
New +$116K ﹤0.01% 1782
2020
Q3 		– Sell
-196
Closed -$5K – 2805
2020
Q2 		$5K Buy
+196
New +$4.36K ﹤0.01% 2117

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