Stephens Inc’s Upbound Group UPBD Stock Holding History

Stephens Inc’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	$245K	Hold	11,563	–	–	﹤0.01%	1155
2026 Q1	$209K	Buy	+11,563	New	+$225K	﹤0.01%	1194

Other funds holding UPBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stephens Inc's UPBD Position: Q2 2026 in Review

Stephens Inc held its Upbound Group (UPBD) position steady in Q2 2026 at 11,563 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

Stephens Inc first reported a position in UPBD in Q1 2026 and has held it in 2 quarters since. 259 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

Stephens Inc held 11,563 shares of Upbound Group worth $245K as of Q2 2026.
Stephens Inc left its Upbound Group share count unchanged in Q2 2026.
Upbound Group made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1155 holding.
Stephens Inc first reported a position in Upbound Group in Q1 2026 and has held it in 2 quarters since.
259 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.