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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Smartleaf Asset Management's UPBD Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Upbound Group (UPBD) stake by 91% in Q1 2026, selling an estimated $2.79K and leaving 15 shares worth $270. The position accounts for ﹤0.01% of the portfolio, ranked #3306.

Smartleaf Asset Management first reported a position in UPBD in Q2 2024 and has held it in 8 quarters since. The position peaked at $20.1K in Q4 2024. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

Smartleaf Asset Management held 15 shares of Upbound Group worth $270 as of Q1 2026.
Smartleaf Asset Management sold 143 Upbound Group shares in Q1 2026, an estimated $2.79K.
Upbound Group made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #3306 holding.
Smartleaf Asset Management first reported a position in Upbound Group in Q2 2024 and has held it in 8 quarters since.
Smartleaf Asset Management's Upbound Group position peaked at $20.1K in Q4 2024.
239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.