TD Private Client Wealth’s Upbound Group UPBD Stock Holding History

TD Private Client 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 Q3	–	Sell	-1,311	Closed	-$32.9K	–	1570
2025 Q2	$32.9K	Hold	1,311	–	–	﹤0.01%	910
2025 Q1	$31.4K	Buy	1,311 +491	+60%	+$13.5K	﹤0.01%	880
2024 Q4	$23.9K	Buy	820 +74	+10%	+$2.3K	﹤0.01%	951
2024 Q3	$23.9K	Hold	746	–	–	﹤0.01%	945
2024 Q2	$22.9K	Hold	746	–	–	﹤0.01%	932
2024 Q1	$26.3K	Buy	746 +248	+50%	+$8.28K	﹤0.01%	910
2023 Q4	$16.9K	Hold	498	–	–	﹤0.01%	973
2023 Q3	$14.7K	Hold	498	–	–	﹤0.01%	977
2023 Q2	$15.5K	Hold	498	–	–	﹤0.01%	985
2023 Q1	$12.2K	Sell	498 -174	-26%	-$4.48K	﹤0.01%	1002
2022 Q4	$15.2K	Hold	672	–	–	﹤0.01%	951
2022 Q3	$11.8K	Hold	672	–	–	﹤0.01%	977
2022 Q2	$13.1K	Sell	672 -620	-48%	-$15.4K	﹤0.01%	978
2022 Q1	$32.5K	Buy	+1,292	New	+$46.7K	﹤0.01%	854

Other funds holding UPBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

TD Private Client Wealth's UPBD Position: Q3 2025 in Review

TD Private Client Wealth sold out of Upbound Group (UPBD) in Q3 2025, closing a stake of 1,311 shares — an estimated $32.9K sold.

TD Private Client Wealth first reported a position in UPBD in Q1 2022 and held it in 14 quarters. The position peaked at $32.9K in Q2 2025. 261 funds tracked by Wall St. Rank hold UPBD as of Q3 2025.

TD Private Client Wealth reported no remaining Upbound Group position as of Q3 2025 after selling out during the quarter.
TD Private Client Wealth sold 1,311 Upbound Group shares in Q3 2025, an estimated $32.9K.
TD Private Client Wealth first reported a position in Upbound Group in Q1 2022 and held it in 14 quarters.
TD Private Client Wealth's Upbound Group position peaked at $32.9K in Q2 2025.
261 funds tracked by Wall St. Rank held Upbound Group as of Q3 2025.

Based on TD Private Client Wealth's 13F filing for Q3 2025, filed 27 Oct 2025.