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Sanctuary Advisors’s Upbound Group UPBD Stock Holding History

Sanctuary Advisors’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
Q1 		– Sell
-31,519
Closed -$942K – 2450
2024
Q4 		$942K Buy
31,519
+24,014
+320% +$746K 0.01% 1294
2024
Q3 		$254K Sell
7,505
-417
-5% -$13.4K ﹤0.01% 2103
2024
Q2 		$257K Buy
+7,922
New +$253K ﹤0.01% 2040

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Sanctuary Advisors's UPBD Position: Q1 2025 in Review

Sanctuary Advisors sold out of Upbound Group (UPBD) in Q1 2025, closing a stake of 31,519 shares — an estimated $942K sold.

Sanctuary Advisors first reported a position in UPBD in Q2 2024 and held it in 3 quarters. The position peaked at $942K in Q4 2024. 243 funds tracked by Wall St. Rank hold UPBD as of Q1 2025.

  • Sanctuary Advisors reported no remaining Upbound Group position as of Q1 2025 after selling out during the quarter.
  • Sanctuary Advisors sold 31,519 Upbound Group shares in Q1 2025, an estimated $942K.
  • Sanctuary Advisors first reported a position in Upbound Group in Q2 2024 and held it in 3 quarters.
  • Sanctuary Advisors's Upbound Group position peaked at $942K in Q4 2024.
  • 243 funds tracked by Wall St. Rank held Upbound Group as of Q1 2025.

Based on Sanctuary Advisors's 13F filing for Q1 2025, filed 6 Jan 2026.