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
2025 Q1	$2.95K	Buy
2023 Q2	–	Sell
2023 Q1	$209K	Buy
2022 Q1	–	Sell
2021 Q4	$204K	Sell
2021 Q3	$275K	Sell
2021 Q2	$271K	Sell
2021 Q1	$302K	Buy