SOW
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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 – 2029
2021
Q4 		$69K Buy
+1,436
New +$71.8K 0.03% 911

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
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return