Rockefeller Capital Management
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Rockefeller Capital Management’s Upbound Group UPBD Stock Holding History

Rockefeller Capital Management’s Portfolio UPBD Stock Details UPBD Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$3.75K Buy
2023
Q1 		– Sell
2022
Q4 		$2K Buy
2022
Q3 		$1K Sell
2022
Q2 		$4K Sell
2022
Q1 		$7K Buy
2021
Q4 		$11K Sell
2021
Q3 		$69K Sell
2021
Q2 		$106K Buy
2020
Q3 		– Sell
2020
Q2 		$5K Buy