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Smartleaf Asset Management’s Upbound Group UPBD Stock Holding History

Smartleaf 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
2026
Q2 		$313 Hold
15
– – ﹤0.01% 3263
2026
Q1 		$270 Sell
15
-143
-91% -$2.79K ﹤0.01% 3306
2025
Q4 		$2.78K Sell
158
-197
-55% -$3.81K ﹤0.01% 2885
2025
Q3 		$8.6K Sell
355
-39
-10% -$963 ﹤0.01% 2183
2025
Q2 		$10K Sell
394
-172
-30% -$4.02K ﹤0.01% 1830
2025
Q1 		$13.4K Sell
566
-132
-19% -$3.63K ﹤0.01% 1801
2024
Q4 		$20.1K Buy
698
+630
+926% +$19.6K ﹤0.01% 1634
2024
Q3 		$2.21K Sell
68
-36
-35% -$1.16K ﹤0.01% 2440
2024
Q2 		$3.13K Buy
+104
New +$3.32K ﹤0.01% 2028

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Smartleaf Asset Management's UPBD Position: Q2 2026 in Review

Smartleaf Asset Management held its Upbound Group (UPBD) position steady in Q2 2026 at 15 shares worth $313. The position accounts for ﹤0.01% of the portfolio, ranked #3263.

Smartleaf Asset Management first reported a position in UPBD in Q2 2024 and has held it in 9 quarters since. The position peaked at $20.1K in Q4 2024. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Smartleaf Asset Management held 15 shares of Upbound Group worth $313 as of Q2 2026.
  • Smartleaf Asset Management left its Upbound Group share count unchanged in Q2 2026.
  • Upbound Group made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #3263 holding.
  • Smartleaf Asset Management first reported a position in Upbound Group in Q2 2024 and has held it in 9 quarters since.
  • Smartleaf Asset Management's Upbound Group position peaked at $20.1K in Q4 2024.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.