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State of Wyoming’s Upbound Group UPBD Stock Holding History

State of Wyoming’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
Q4 		– Sell
-8,094
Closed -$191K – 2102
2025
Q3 		$191K Buy
8,094
+181
+2% +$4.47K 0.02% 969
2025
Q2 		$199K Buy
+7,913
New +$185K 0.02% 919
2024
Q4 		– Sell
-7,418
Closed -$237K – 1871
2024
Q3 		$237K Buy
7,418
+2,286
+45% +$73.5K 0.03% 591
2024
Q2 		$158K Buy
+5,132
New +$164K 0.03% 751
2024
Q1 		– Sell
-2,648
Closed -$90K – 1831
2023
Q4 		$90K Sell
2,648
-3,519
-57% -$105K 0.02% 1061
2023
Q3 		$182K Buy
6,167
+1,870
+44% +$58.3K 0.04% 522
2023
Q2 		$134K Buy
+4,297
New +$126K 0.04% 636
2022
Q1 		– Sell
-1,436
Closed -$69K – 2028
2021
Q4 		$69K Buy
+1,436
New +$71.8K 0.03% 911

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
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State of Wyoming's UPBD Position: Q4 2025 in Review

State of Wyoming sold out of Upbound Group (UPBD) in Q4 2025, closing a stake of 8,094 shares — an estimated $191K sold.

State of Wyoming first reported a position in UPBD in Q4 2021 and held it in 8 quarters. The position peaked at $237K in Q3 2024. 237 funds tracked by Wall St. Rank hold UPBD as of Q4 2025.

  • State of Wyoming reported no remaining Upbound Group position as of Q4 2025 after selling out during the quarter.
  • State of Wyoming sold 8,094 Upbound Group shares in Q4 2025, an estimated $191K.
  • State of Wyoming first reported a position in Upbound Group in Q4 2021 and held it in 8 quarters.
  • State of Wyoming's Upbound Group position peaked at $237K in Q3 2024.
  • 237 funds tracked by Wall St. Rank held Upbound Group as of Q4 2025.

Based on State of Wyoming's 13F filing for Q4 2025, filed 11 Feb 2026.