Thrivent Financial for Lutherans
UPBD icon

Thrivent Financial for Lutherans’s Upbound Group UPBD Stock Holding History

Thrivent Financial for Lutherans’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
2026
Q1 		$628K Sell
34,786
-1,025
-3% -$20K ﹤0.01% 2116
2025
Q4 		$629K Sell
35,811
-1,780
-5% -$34.4K ﹤0.01% 2164
2025
Q3 		$888K Sell
37,591
-252
-0.7% -$6.22K ﹤0.01% 1847
2025
Q2 		$950K Buy
37,843
+326
+0.9% +$7.62K ﹤0.01% 1807
2025
Q1 		$899K Sell
37,517
-31,467
-46% -$864K ﹤0.01% 1790
2024
Q4 		$2.01M Sell
68,984
-25,145
-27% -$781K ﹤0.01% 1431
2024
Q3 		$3.01M Buy
94,129
+1,032
+1% +$33.2K 0.01% 1184
2024
Q2 		$2.86M Sell
93,097
-3,827
-4% -$122K 0.01% 1157
2024
Q1 		$3.41M Sell
96,924
-1,048
-1% -$35K 0.01% 1062
2023
Q4 		$3.33M Sell
97,972
-17,559
-15% -$523K 0.01% 1040
2023
Q3 		$3.4M Sell
115,531
-6,164
-5% -$192K 0.01% 973
2023
Q2 		$3.79M Buy
121,695
+72,042
+145% +$2.11M 0.01% 975
2023
Q1 		$1.22M Sell
49,653
-1,740
-3% -$44.8K ﹤0.01% 1655
2022
Q4 		$1.16M Sell
51,393
-3,682
-7% -$78.9K ﹤0.01% 1634
2022
Q3 		$964K Buy
55,075
+2,199
+4% +$54.8K ﹤0.01% 1704
2022
Q2 		$1.03M Buy
52,876
+3,640
+7% +$90.6K ﹤0.01% 1695
2022
Q1 		$1.24M Buy
49,236
+16
+0% +$578 ﹤0.01% 1690
2021
Q4 		$2.37M Buy
49,220
+333
+0.7% +$16.7K ﹤0.01% 1274
2021
Q3 		$2.75M Buy
48,887
+100
+0.2% +$5.89K 0.01% 1163
2021
Q2 		$2.59M Buy
48,787
+8,558
+21% +$497K 0.01% 1254
2021
Q1 		$2.32M Sell
40,229
-125
-0.3% -$6.54K 0.01% 1329
2020
Q4 		$1.54M Buy
40,354
+185
+0.5% +$6.28K ﹤0.01% 1481
2020
Q3 		$1.2M Sell
40,169
-345
-0.9% -$10.2K ﹤0.01% 1459
2020
Q2 		$1.13M Sell
40,514
-786
-2% -$17.5K ﹤0.01% 1426
2020
Q1 		$584K Buy
41,300
+2,062
+5% +$49.6K ﹤0.01% 1627
2019
Q4 		$1.13M Buy
39,238
+430
+1% +$11.2K ﹤0.01% 1383
2019
Q3 		$1M Buy
38,808
+3,659
+10% +$96.1K ﹤0.01% 1412
2019
Q2 		$936K Buy
35,149
+1,201
+4% +$28.5K ﹤0.01% 1457
2019
Q1 		$708K Buy
33,948
+2,971
+10% +$54.8K ﹤0.01% 1598
2018
Q4 		$502K Buy
30,977
+681
+2% +$9.89K ﹤0.01% 1569
2018
Q3 		$436K Sell
30,296
-6,347
-17% -$93.3K ﹤0.01% 1748
2018
Q2 		$539K Buy
36,643
+2,195
+6% +$23.8K ﹤0.01% 1644
2018
Q1 		$297K Buy
34,448
+1,070
+3% +$10.3K ﹤0.01% 1866
2017
Q4 		$370K Buy
33,378
+658
+2% +$7.2K ﹤0.01% 1821
2017
Q3 		$376K Buy
32,720
+630
+2% +$7.79K ﹤0.01% 1694
2017
Q2 		$376K Buy
32,090
+2,050
+7% +$23.2K ﹤0.01% 1663
2017
Q1 		$266K Buy
30,040
+1,660
+6% +$15.1K ﹤0.01% 1780
2016
Q4 		$319K Sell
28,380
-115,610
-80% -$1.29M ﹤0.01% 1701
2016
Q3 		$1.82M Buy
143,990
+1,770
+1% +$22.1K 0.01% 904
2016
Q2 		$1.75M Buy
142,220
+1,600
+1% +$21.5K 0.01% 919
2016
Q1 		$2.23M Buy
140,620
+17,870
+15% +$238K 0.01% 833
2015
Q4 		$1.84M Buy
122,750
+93,150
+315% +$1.78M 0.01% 876
2015
Q3 		$718K Buy
+29,600
New +$795K ﹤0.01% 1061

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Thrivent Financial for Lutherans's UPBD Position: Q1 2026 in Review

Thrivent Financial for Lutherans reduced its Upbound Group (UPBD) stake by 2.9% in Q1 2026, selling an estimated $20K and leaving 34,786 shares worth $628K. The position accounts for ﹤0.01% of the portfolio, ranked #2116.

Thrivent Financial for Lutherans first reported a position in UPBD in Q3 2015 and has held it in 43 quarters since. The position peaked at $3.79M in Q2 2023. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Thrivent Financial for Lutherans held 34,786 shares of Upbound Group worth $628K as of Q1 2026.
  • Thrivent Financial for Lutherans sold 1,025 Upbound Group shares in Q1 2026, an estimated $20K.
  • Upbound Group made up ﹤0.01% of Thrivent Financial for Lutherans's portfolio in Q1 2026, its #2116 holding.
  • Thrivent Financial for Lutherans first reported a position in Upbound Group in Q3 2015 and has held it in 43 quarters since.
  • Thrivent Financial for Lutherans's Upbound Group position peaked at $3.79M in Q2 2023.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.