SS
UPBD icon

SBI Securities’s Upbound Group UPBD Stock Holding History

SBI Securities’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 		$2.2K Sell
122
-25
-17% -$487 ﹤0.01% 2390
2025
Q4 		$2.58K Buy
147
+31
+27% +$599 ﹤0.01% 2297
2025
Q3 		$2.74K Sell
116
-22
-16% -$543 ﹤0.01% 2304
2025
Q2 		$3.46K Sell
138
-17
-11% -$397 ﹤0.01% 2158
2025
Q1 		$3.71K Buy
155
+65
+72% +$1.78K ﹤0.01% 2023
2024
Q4 		$2.63K Buy
+90
New +$2.79K ﹤0.01% 2193

Other funds holding UPBD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return