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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 – 1560
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 $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

SVB Wealth's UPBD Position: Q2 2025 in Review

SVB Wealth sold out of Upbound Group (UPBD) in Q2 2025, closing a stake of 123 shares — an estimated $2.95K sold.

SVB Wealth first reported a position in UPBD in Q1 2021 and held it in 6 quarters. The position peaked at $302K in Q1 2021. 255 funds tracked by Wall St. Rank hold UPBD as of Q2 2025.

  • SVB Wealth reported no remaining Upbound Group position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 123 Upbound Group shares in Q2 2025, an estimated $2.95K.
  • SVB Wealth first reported a position in Upbound Group in Q1 2021 and held it in 6 quarters.
  • SVB Wealth's Upbound Group position peaked at $302K in Q1 2021.
  • 255 funds tracked by Wall St. Rank held Upbound Group as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.