Root Financial Partners
UPBD icon

Root Financial Partners’s Upbound Group UPBD Stock Holding History

Root Financial Partners’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
Q3 		$7.28K Buy
+464
New +$8.94K ﹤0.01% 2066
2025
Q4 		– Sell
-12
Closed -$284 – 2528
2025
Q3 		$284 Buy
+12
New +$296 ﹤0.01% 2190

Other funds holding UPBD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's UPBD Position: Q3 2026 in Review

Root Financial Partners opened a new position in Upbound Group (UPBD) in Q3 2026: 464 shares worth $7.28K. The stake represents ﹤0.01% of the portfolio and ranks #2066 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in UPBD as recently as Q3 2025.

Root Financial Partners first reported a position in UPBD in Q3 2025 and has held it in 2 quarters since. 204 funds tracked by Wall St. Rank hold UPBD as of Q3 2026.

  • Root Financial Partners held 464 shares of Upbound Group worth $7.28K as of Q3 2026.
  • Upbound Group was a new Root Financial Partners position in Q3 2026.
  • Upbound Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2066 holding.
  • Root Financial Partners first reported a position in Upbound Group in Q3 2025 and has held it in 2 quarters since.
  • 204 funds tracked by Wall St. Rank held Upbound Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.