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Rothschild Investment LLC’s Upbound Group UPBD Stock Holding History

Rothschild Investment LLC’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 		$9.78K Buy
461
+276
+149% +$5.16K ﹤0.01% 1895
2026
Q1 		$3.34K Buy
185
+30
+19% +$585 ﹤0.01% 2273
2025
Q4 		$2.72K Buy
155
+85
+121% +$1.64K ﹤0.01% 2208
2025
Q3 		$1.65K Buy
70
+5
+8% +$123 ﹤0.01% 2343
2025
Q2 		$1.63K Sell
65
-75
-54% -$1.75K ﹤0.01% 2196
2025
Q1 		$3.35K Buy
140
+90
+180% +$2.47K ﹤0.01% 1628
2024
Q4 		$1.46K Sell
50
-15
-23% -$466 ﹤0.01% 1992
2024
Q3 		$2.08K Buy
65
+40
+160% +$1.29K ﹤0.01% 1705
2024
Q2 		$768 Buy
25
+20
+400% +$639 ﹤0.01% 1802
2024
Q1 		$176 Buy
+5
New +$167 ﹤0.01% 1810

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rothschild Investment LLC's UPBD Position: Q2 2026 in Review

Rothschild Investment LLC increased its Upbound Group (UPBD) stake by 149% in Q2 2026, buying an estimated $5.16K and bringing the position to 461 shares worth $9.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1895.

Rothschild Investment LLC first reported a position in UPBD in Q1 2024 and has held it in 10 quarters since. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Rothschild Investment LLC held 461 shares of Upbound Group worth $9.78K as of Q2 2026.
  • Rothschild Investment LLC bought 276 Upbound Group shares in Q2 2026, an estimated $5.16K.
  • Upbound Group made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1895 holding.
  • Rothschild Investment LLC first reported a position in Upbound Group in Q1 2024 and has held it in 10 quarters since.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.