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Thurston Springer Miller Herd & Titak’s Upbound Group UPBD Stock Holding History

Thurston Springer Miller Herd & Titak’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
-200
Closed -$5.02K – 1313
2025
Q2 		$5.02K Hold
200
– – ﹤0.01% 1283
2025
Q1 		$4.79K Hold
200
– – ﹤0.01% 1286
2024
Q4 		$5.83K Buy
+200
New +$6.21K ﹤0.01% 985

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T 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

Thurston Springer Miller Herd & Titak's UPBD Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of Upbound Group (UPBD) in Q3 2025, closing a stake of 200 shares — an estimated $5.02K sold.

Thurston Springer Miller Herd & Titak first reported a position in UPBD in Q4 2024 and held it in 3 quarters. The position peaked at $5.83K in Q4 2024. 260 funds tracked by Wall St. Rank hold UPBD as of Q3 2025.

  • Thurston Springer Miller Herd & Titak reported no remaining Upbound Group position as of Q3 2025 after selling out during the quarter.
  • Thurston Springer Miller Herd & Titak sold 200 Upbound Group shares in Q3 2025, an estimated $5.02K.
  • Thurston Springer Miller Herd & Titak first reported a position in Upbound Group in Q4 2024 and held it in 3 quarters.
  • Thurston Springer Miller Herd & Titak's Upbound Group position peaked at $5.83K in Q4 2024.
  • 260 funds tracked by Wall St. Rank held Upbound Group as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.