TPCW
UPBD icon

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 – 1571
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
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return