Rothwell Investment Advisors, LLC’s Upbound Group UPBD Stock Holding History

Rothwell Investment Advisors, 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
2026 Q3	$2.75K	Buy	+175	New	+$3.37K	﹤0.01%	998

Other funds holding UPBD

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Rothwell Investment Advisors, LLC's UPBD Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Upbound Group (UPBD) in Q3 2026: 175 shares worth $2.75K. The stake represents ﹤0.01% of the portfolio and ranks #998 among its holdings.

96 funds tracked by Wall St. Rank hold UPBD as of Q3 2026.

Rothwell Investment Advisors, LLC held 175 shares of Upbound Group worth $2.75K as of Q3 2026.
Upbound Group was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Upbound Group made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #998 holding.
96 funds tracked by Wall St. Rank held Upbound Group as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.