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RAFFA WEALTH MANAGEMENT, LLC’s Upbound Group UPBD Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
Q4 		– Sell
-21
Closed -$496 – 1194
2025
Q3 		$496 Buy
+21
New +$519 ﹤0.01% 1074
2017
Q1 		– Sell
-32
Closed -$360 – 841
2016
Q4 		$360 Hold
32
– – ﹤0.01% 845
2016
Q3 		$404 Hold
32
– – ﹤0.01% 795
2016
Q2 		$393 Buy
+32
New +$431 ﹤0.01% 769

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
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's UPBD Position: Q4 2025 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Upbound Group (UPBD) in Q4 2025, closing a stake of 21 shares — an estimated $496 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in UPBD in Q2 2016 and held it in 4 quarters. The position peaked at $496 in Q3 2025. 237 funds tracked by Wall St. Rank hold UPBD as of Q4 2025.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Upbound Group position as of Q4 2025 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 21 Upbound Group shares in Q4 2025, an estimated $496.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Upbound Group in Q2 2016 and held it in 4 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's Upbound Group position peaked at $496 in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Upbound Group as of Q4 2025.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2025, filed 27 Jul 2026.