Advisornet Financial’s Upbound Group UPBD Stock Holding History

Advisornet Financial’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	$9.17K	Hold	432	–	–	﹤0.01%	1611
2026 Q1	$7.8K	Hold	432	–	–	﹤0.01%	1618
2025 Q4	$7.59K	Hold	432	–	–	﹤0.01%	1628
2025 Q3	$10.2K	Hold	432	–	–	﹤0.01%	1509
2025 Q2	$10.8K	Hold	432	–	–	﹤0.01%	1453
2025 Q1	$10.4K	Hold	432	–	–	﹤0.01%	1400
2024 Q4	$12.6K	Hold	432	–	–	﹤0.01%	1267
2024 Q3	$13.8K	Hold	432	–	–	﹤0.01%	1326
2024 Q2	$13.3K	Hold	432	–	–	﹤0.01%	1223
2024 Q1	$15.2K	Sell	432 -15	-3%	-$501	﹤0.01%	1158
2023 Q4	$15.2K	Sell	447 -1	-0.2%	-$30	﹤0.01%	1181
2023 Q3	$13.2K	Sell	448 -3	-0.7%	-$94	﹤0.01%	1171
2023 Q2	$14K	Buy	451 +5	+1%	+$146	﹤0.01%	1230
2023 Q1	$10.9K	Buy	446 +1	+0.2%	+$26	﹤0.01%	1276
2022 Q4	$10K	Buy	445 +13	+3%	+$279	﹤0.01%	1294
2022 Q3	$8K	Hold	432	–	–	﹤0.01%	1408
2022 Q2	$8K	Hold	432	–	–	﹤0.01%	1414
2022 Q1	$11K	Hold	432	–	–	﹤0.01%	1423
2021 Q4	$21K	Hold	432	–	–	﹤0.01%	1283
2021 Q3	$24K	Hold	432	–	–	﹤0.01%	1210
2021 Q2	$23K	Hold	432	–	–	﹤0.01%	1190
2021 Q1	$25K	Hold	432	–	–	﹤0.01%	1138
2020 Q4	$17K	Hold	432	–	–	﹤0.01%	1178
2020 Q3	$13K	Hold	432	–	–	﹤0.01%	1213
2020 Q2	$12K	Hold	432	–	–	﹤0.01%	1263
2020 Q1	$6K	Hold	432	–	–	﹤0.01%	1404
2019 Q4	$12K	Buy	+432	New	+$11.3K	﹤0.01%	1352

Other funds holding UPBD

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Advisornet Financial's UPBD Position: Q2 2026 in Review

Advisornet Financial held its Upbound Group (UPBD) position steady in Q2 2026 at 432 shares worth $9.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1611.

Advisornet Financial first reported a position in UPBD in Q4 2019 and has held it in 27 quarters since. The position peaked at $25K in Q1 2021. 50 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

Advisornet Financial held 432 shares of Upbound Group worth $9.17K as of Q2 2026.
Advisornet Financial left its Upbound Group share count unchanged in Q2 2026.
Upbound Group made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1611 holding.
Advisornet Financial first reported a position in Upbound Group in Q4 2019 and has held it in 27 quarters since.
Advisornet Financial's Upbound Group position peaked at $25K in Q1 2021.
50 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.