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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
2025
Q4 		– Sell
-12
Closed -$284 – 2528
2025
Q3 		$284 Buy
+12
New +$296 ﹤0.01% 2190

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's UPBD Position: Q4 2025 in Review

Root Financial Partners sold out of Upbound Group (UPBD) in Q4 2025, closing a stake of 12 shares — an estimated $284 sold.

Root Financial Partners first reported a position in UPBD in Q3 2025 and held it in 1 quarter. The position peaked at $284 in Q3 2025. 237 funds tracked by Wall St. Rank hold UPBD as of Q4 2025.

  • Root Financial Partners reported no remaining Upbound Group position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 12 Upbound Group shares in Q4 2025, an estimated $284.
  • Root Financial Partners first reported a position in Upbound Group in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's Upbound Group position peaked at $284 in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Upbound Group as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.