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 Q2	$90.9K	Buy	4,281 +3,712	+652%	+$69.4K	﹤0.01%	3039
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 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

Rockefeller Capital Management's UPBD Position: Q2 2026 in Review

Rockefeller Capital Management increased its Upbound Group (UPBD) stake by 652% in Q2 2026, buying an estimated $69.4K and bringing the position to 4,281 shares worth $90.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3039.

Rockefeller Capital Management first reported a position in UPBD in Q2 2020 and has held it in 12 quarters since. The position peaked at $106K in Q2 2021. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

Rockefeller Capital Management held 4,281 shares of Upbound Group worth $90.9K as of Q2 2026.
Rockefeller Capital Management bought 3,712 Upbound Group shares in Q2 2026, an estimated $69.4K.
Upbound Group made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3039 holding.
Rockefeller Capital Management first reported a position in Upbound Group in Q2 2020 and has held it in 12 quarters since.
Rockefeller Capital Management's Upbound Group position peaked at $106K in Q2 2021.
258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.