Wells Fargo
UPBD icon

Wells Fargo’s Upbound Group UPBD Stock Holding History

Wells Fargo’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
2018
Q1 		– Sell
-97,200
Closed -$72K – 6585
2017
Q4 		$72K Buy
+97,200
New +$1.06M ﹤0.01% 5428

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 $3.38T AUM 44.17% 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
IEQ Capital
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

Wells Fargo's UPBD Position: Q2 2026 in Review

Wells Fargo increased its Upbound Group (UPBD) stake by 124% in Q2 2026, buying an estimated $700K and bringing the position to 67,585 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #3855.

Wells Fargo first reported a position in UPBD in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.37M in Q4 2020. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Wells Fargo held 67,585 shares of Upbound Group worth $1.43M as of Q2 2026.
  • Wells Fargo bought 37,465 Upbound Group shares in Q2 2026, an estimated $700K.
  • Upbound Group made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #3855 holding.
  • Wells Fargo first reported a position in Upbound Group in Q2 2013 and has held it in 53 quarters since.
  • Wells Fargo's Upbound Group position peaked at $9.37M in Q4 2020.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.