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
Q2 		$277K Sell
13,049
-2,435
-16% -$45.5K 0.07% 252
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WBI Investments's UPBD Position: Q2 2026 in Review

WBI Investments reduced its Upbound Group (UPBD) stake by 16% in Q2 2026, selling an estimated $45.5K and leaving 13,049 shares worth $277K. The position accounts for 0.07% of the portfolio, ranked #252.

WBI Investments first reported a position in UPBD in Q4 2019 and has held it in 13 quarters since. The position peaked at $3.01M in Q4 2019. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • WBI Investments held 13,049 shares of Upbound Group worth $277K as of Q2 2026.
  • WBI Investments sold 2,435 Upbound Group shares in Q2 2026, an estimated $45.5K.
  • Upbound Group made up 0.07% of WBI Investments's portfolio in Q2 2026, its #252 holding.
  • WBI Investments first reported a position in Upbound Group in Q4 2019 and has held it in 13 quarters since.
  • WBI Investments's Upbound Group position peaked at $3.01M in Q4 2019.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.