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Secure Asset Management’s Upbound Group UPBD Stock Holding History

Secure Asset Management’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
-56,832
Closed -$1.66M – 365
2024
Q4 		$1.66M Buy
56,832
+6,456
+13% +$200K 0.25% 93
2024
Q3 		$1.61M Buy
50,376
+9,264
+23% +$298K 0.27% 94
2024
Q2 		$1.26M Buy
41,112
+1,821
+5% +$58.2K 0.24% 104
2024
Q1 		$1.38M Buy
39,291
+1,589
+4% +$53.1K 0.33% 82
2023
Q4 		$1.28M Buy
37,702
+457
+1% +$13.6K 0.34% 71
2023
Q3 		$1.1M Sell
37,245
-28,008
-43% -$873K 0.33% 80
2023
Q2 		$2.03M Buy
65,253
+2,174
+3% +$63.5K 0.62% 42
2023
Q1 		$1.55M Sell
63,079
-2,729
-4% -$70.3K 0.52% 60
2022
Q4 		$1.48M Buy
65,808
+46,146
+235% +$989K 0.53% 58
2022
Q3 		$344K Buy
19,662
+4,102
+26% +$102K 0.19% 100
2022
Q2 		$303K Buy
+15,560
New +$387K 0.17% 115

Other funds holding UPBD

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return