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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 $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

Secure Asset Management's UPBD Position: Q1 2025 in Review

Secure Asset Management sold out of Upbound Group (UPBD) in Q1 2025, closing a stake of 56,832 shares — an estimated $1.66M sold.

Secure Asset Management first reported a position in UPBD in Q2 2022 and held it in 11 quarters. The position peaked at $2.03M in Q2 2023. 243 funds tracked by Wall St. Rank hold UPBD as of Q1 2025.

  • Secure Asset Management reported no remaining Upbound Group position as of Q1 2025 after selling out during the quarter.
  • Secure Asset Management sold 56,832 Upbound Group shares in Q1 2025, an estimated $1.66M.
  • Secure Asset Management first reported a position in Upbound Group in Q2 2022 and held it in 11 quarters.
  • Secure Asset Management's Upbound Group position peaked at $2.03M in Q2 2023.
  • 243 funds tracked by Wall St. Rank held Upbound Group as of Q1 2025.

Based on Secure Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.