SI
UPBD icon

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
Q1 		$209K Buy
+11,563
New +$225K ﹤0.01% 1194

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stephens Inc's UPBD Position: Q1 2026 in Review

Stephens Inc opened a new position in Upbound Group (UPBD) in Q1 2026: 11,563 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #1194 among its holdings.

239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Stephens Inc held 11,563 shares of Upbound Group worth $209K as of Q1 2026.
  • Upbound Group was a new Stephens Inc position in Q1 2026.
  • Upbound Group made up ﹤0.01% of Stephens Inc's portfolio in Q1 2026, its #1194 holding.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.