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SageView Advisory Group’s Upbound Group UPBD Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-412
Closed -$7.23K – 2320
2025
Q4 		$7.23K Buy
+412
New +$7.97K ﹤0.01% 1833
2024
Q2 		– Sell
-9,678
Closed -$4.79M – 774
2024
Q1 		$4.79M Buy
+9,678
New +$323K 0.24% 52

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SageView Advisory Group's UPBD Position: Q1 2026 in Review

SageView Advisory Group sold out of Upbound Group (UPBD) in Q1 2026, closing a stake of 412 shares — an estimated $7.23K sold.

SageView Advisory Group first reported a position in UPBD in Q1 2024 and held it in 2 quarters. The position peaked at $4.79M in Q1 2024. 240 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • SageView Advisory Group reported no remaining Upbound Group position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 412 Upbound Group shares in Q1 2026, an estimated $7.23K.
  • SageView Advisory Group first reported a position in Upbound Group in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Upbound Group position peaked at $4.79M in Q1 2024.
  • 240 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.