SPIA
UPBD icon

Steward Partners Investment Advisory’s Upbound Group UPBD Stock Holding History

Steward Partners Investment Advisory’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 		$4.51K Sell
250
-509
-67% -$9.92K ﹤0.01% 3833
2025
Q4 		$13.3K Sell
759
-741
-49% -$14.3K ﹤0.01% 3320
2025
Q3 		$35.4K Sell
1,500
-74
-5% -$1.83K ﹤0.01% 2778
2025
Q2 		$39.5K Sell
1,574
-3,071
-66% -$71.7K ﹤0.01% 2594
2025
Q1 		$111K Buy
4,645
+1
+0% +$27 ﹤0.01% 1955
2024
Q4 		$135K Sell
4,644
-111,314
-96% -$3.46M ﹤0.01% 1821
2024
Q3 		$3.71M Buy
115,958
+18,166
+19% +$584K 0.03% 451
2024
Q2 		$3M Buy
97,792
+95,766
+4,727% +$3.06M 0.03% 475
2024
Q1 		$71.3K Buy
2,026
+434
+27% +$14.5K ﹤0.01% 1930
2023
Q4 		$54.1K Sell
1,592
-67
-4% -$2K ﹤0.01% 1950
2023
Q3 		$48.9K Hold
1,659
– – ﹤0.01% 1923
2023
Q2 		$51.6K Sell
1,659
-2,937
-64% -$85.8K ﹤0.01% 1865
2023
Q1 		$113K Sell
4,596
-649
-12% -$16.7K ﹤0.01% 1535
2022
Q4 		$118K Sell
5,245
-29
-0.5% -$621 ﹤0.01% 1481
2022
Q3 		$92K Buy
5,274
+1,425
+37% +$35.5K ﹤0.01% 1531
2022
Q2 		$75K Buy
3,849
+294
+8% +$7.32K ﹤0.01% 1615
2022
Q1 		$90K Buy
3,555
+3,095
+673% +$112K ﹤0.01% 1649
2021
Q4 		$22K Buy
460
+151
+49% +$7.55K ﹤0.01% 2285
2021
Q3 		$17K Buy
309
+204
+194% +$12K ﹤0.01% 2401
2021
Q2 		$6K Buy
+105
New +$6.1K ﹤0.01% 6453
2018
Q4 		– Sell
-1,800
Closed -$26K – 2089
2018
Q3 		$26K Sell
1,800
-1,000
-36% -$14.7K ﹤0.01% 1454
2018
Q2 		$41K Buy
2,800
+1,300
+87% +$14.1K ﹤0.01% 1184
2018
Q1 		$12K Buy
+1,500
New +$14.4K ﹤0.01% 1528

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

Steward Partners Investment Advisory's UPBD Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Upbound Group (UPBD) stake by 67% in Q1 2026, selling an estimated $9.92K and leaving 250 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #3833.

Steward Partners Investment Advisory first reported a position in UPBD in Q1 2018 and has held it in 23 quarters since. The position peaked at $3.71M in Q3 2024. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Steward Partners Investment Advisory held 250 shares of Upbound Group worth $4.51K as of Q1 2026.
  • Steward Partners Investment Advisory sold 509 Upbound Group shares in Q1 2026, an estimated $9.92K.
  • Upbound Group made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3833 holding.
  • Steward Partners Investment Advisory first reported a position in Upbound Group in Q1 2018 and has held it in 23 quarters since.
  • Steward Partners Investment Advisory's Upbound Group position peaked at $3.71M in Q3 2024.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.