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
Q2 		– Sell
-39,700
Closed -$16K – 6590
2018
Q1 		$16K Buy
+39,700
New +$381K ﹤0.01% 5859

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

Wells Fargo's UPBD Position: Q1 2026 in Review

Wells Fargo reduced its Upbound Group (UPBD) stake by 55% in Q1 2026, selling an estimated $712K and leaving 30,120 shares worth $544K. The position accounts for ﹤0.01% of the portfolio, ranked #4117.

Wells Fargo first reported a position in UPBD in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.37M in Q4 2020. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Wells Fargo held 30,120 shares of Upbound Group worth $544K as of Q1 2026.
  • Wells Fargo sold 36,559 Upbound Group shares in Q1 2026, an estimated $712K.
  • Upbound Group made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #4117 holding.
  • Wells Fargo first reported a position in Upbound Group in Q2 2013 and has held it in 52 quarters since.
  • Wells Fargo's Upbound Group position peaked at $9.37M in Q4 2020.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.