WI
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WBI Investments’s Upbound Group UPBD Stock Holding History

WBI Investments’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 		$279K Buy
15,484
+432
+3% +$8.42K 0.08% 250
2025
Q4 		$264K Buy
15,052
+5,123
+52% +$99.1K 0.07% 265
2025
Q3 		$235K Sell
9,929
-550
-5% -$13.6K 0.06% 282
2025
Q2 		$263K Buy
10,479
+1,515
+17% +$35.4K 0.07% 220
2025
Q1 		$215K Buy
+8,964
New +$246K 0.06% 212
2023
Q4 		– Sell
-10,718
Closed -$316K – 233
2023
Q3 		$316K Sell
10,718
-13,021
-55% -$406K 0.06% 164
2023
Q2 		$739K Buy
23,739
+13,090
+123% +$383K 0.13% 134
2023
Q1 		$261K Sell
10,649
-7,322
-41% -$188K 0.05% 172
2022
Q4 		$405K Sell
17,971
-5,958
-25% -$128K 0.09% 134
2022
Q3 		$418K Buy
23,929
+1,311
+6% +$32.6K 0.12% 88
2022
Q2 		$439K Buy
+22,618
New +$563K 0.09% 91
2020
Q1 		– Sell
-104,454
Closed -$3.01M – 200
2019
Q4 		$3.01M Buy
+104,454
New +$2.73M 0.32% 69

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

WBI Investments's UPBD Position: Q1 2026 in Review

WBI Investments increased its Upbound Group (UPBD) stake by 2.9% in Q1 2026, buying an estimated $8.42K and bringing the position to 15,484 shares worth $279K. The position accounts for 0.08% of the portfolio, ranked #250.

WBI Investments first reported a position in UPBD in Q4 2019 and has held it in 12 quarters since. The position peaked at $3.01M in Q4 2019. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • WBI Investments held 15,484 shares of Upbound Group worth $279K as of Q1 2026.
  • WBI Investments bought 432 Upbound Group shares in Q1 2026, an estimated $8.42K.
  • Upbound Group made up 0.08% of WBI Investments's portfolio in Q1 2026, its #250 holding.
  • WBI Investments first reported a position in Upbound Group in Q4 2019 and has held it in 12 quarters since.
  • WBI Investments's Upbound Group position peaked at $3.01M in Q4 2019.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.