Cedar Mountain Advisors
UPBD icon

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
Q3 		$879 Hold
56
– – ﹤0.01% 932
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

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New York State Teachers Retirement System (NYSTRS)
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Inspire Investing
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Redhawk Wealth Advisors
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Cedar Mountain Advisors's UPBD Position: Q3 2026 in Review

Cedar Mountain Advisors held its Upbound Group (UPBD) position steady in Q3 2026 at 56 shares worth $879. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Cedar Mountain Advisors first reported a position in UPBD in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.19K in Q2 2026. 42 funds tracked by Wall St. Rank hold UPBD as of Q3 2026.

  • Cedar Mountain Advisors held 56 shares of Upbound Group worth $879 as of Q3 2026.
  • Cedar Mountain Advisors left its Upbound Group share count unchanged in Q3 2026.
  • Upbound Group made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #932 holding.
  • Cedar Mountain Advisors first reported a position in Upbound Group in Q3 2025 and has held it in 5 quarters since.
  • Cedar Mountain Advisors's Upbound Group position peaked at $1.19K in Q2 2026.
  • 42 funds tracked by Wall St. Rank held Upbound Group as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.