CMA
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Cedar Mountain Advisors’s Upbound Group UPBD Stock Holding History

Cedar Mountain Advisors’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 		$1.19K Hold
56
– – ﹤0.01% 924
2026
Q1 		$1.01K Hold
56
– – ﹤0.01% 912
2025
Q4 		$983 Buy
56
+47
+522% +$909 ﹤0.01% 518
2025
Q3 		$213 Buy
+9
New +$222 ﹤0.01% 647

Other funds holding UPBD

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Cedar Mountain Advisors's UPBD Position: Q2 2026 in Review

Cedar Mountain Advisors held its Upbound Group (UPBD) position steady in Q2 2026 at 56 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Cedar Mountain Advisors first reported a position in UPBD in Q3 2025 and has held it in 4 quarters since. 27 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Cedar Mountain Advisors held 56 shares of Upbound Group worth $1.19K as of Q2 2026.
  • Cedar Mountain Advisors left its Upbound Group share count unchanged in Q2 2026.
  • Upbound Group made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #924 holding.
  • Cedar Mountain Advisors first reported a position in Upbound Group in Q3 2025 and has held it in 4 quarters since.
  • 27 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.