SW
UPBD icon

SVB Wealth’s Upbound Group UPBD Stock Holding History

SVB Wealth’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
Q2 		– Sell
-123
Closed -$2.95K – 1561
2025
Q1 		$2.95K Buy
+123
New +$3.38K ﹤0.01% 1142
2023
Q2 		– Sell
-8,530
Closed -$209K – 1006
2023
Q1 		$209K Buy
+8,530
New +$220K ﹤0.01% 864
2022
Q1 		– Sell
-4,248
Closed -$204K – 843
2021
Q4 		$204K Sell
4,248
-649
-13% -$32.5K ﹤0.01% 703
2021
Q3 		$275K Sell
4,897
-223
-4% -$13.1K ﹤0.01% 816
2021
Q2 		$271K Sell
5,120
-120
-2% -$6.97K ﹤0.01% 801
2021
Q1 		$302K Buy
+5,240
New +$274K ﹤0.01% 685

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return