CA
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CoreCap Advisors’s Upbound Group UPBD Stock Holding History

CoreCap 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 		$369K Sell
17,404
-2,899
-14% -$54.2K 0.01% 649
2026
Q1 		$366K Sell
20,303
-3,182
-14% -$62K 0.01% 591
2025
Q4 		$412K Sell
23,485
-4,569
-16% -$88.3K 0.01% 559
2025
Q3 		$663K Sell
28,054
-623
-2% -$15.4K 0.02% 463
2025
Q2 		$720K Buy
28,677
+2,792
+11% +$65.2K 0.03% 418
2025
Q1 		$620K Buy
25,885
+1,693
+7% +$46.5K 0.03% 435
2024
Q4 		$706K Buy
24,192
+2,697
+13% +$83.7K 0.03% 398
2024
Q3 		$688K Buy
21,495
+1,758
+9% +$56.5K 0.03% 393
2024
Q2 		$606K Buy
19,737
+15
+0.1% +$479 0.06% 201
2024
Q1 		$694K Buy
19,722
+1,157
+6% +$38.6K 0.04% 347
2023
Q4 		$631K Buy
18,565
+2,038
+12% +$60.7K 0.04% 309
2023
Q3 		$487K Buy
16,527
+853
+5% +$26.6K 0.04% 325
2023
Q2 		$488K Buy
+15,674
New +$458K 0.03% 353
2022
Q4 		$321K Buy
14,233
+1,863
+15% +$39.9K 0.02% 440
2022
Q3 		$217K Sell
12,370
-625
-5% -$15.6K 0.02% 473
2022
Q2 		$253K Buy
12,995
+2,220
+21% +$55.3K 0.02% 460
2022
Q1 		$271K Buy
10,775
+365
+4% +$13.2K 0.02% 432
2021
Q4 		$500K Buy
+10,410
New +$521K 0.03% 365

Other funds holding UPBD

RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 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 $59.6B AUM 29.42% 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
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return