CoreCap Advisors
UPBD icon

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
Q3 		$222K Sell
14,145
-3,259
-19% -$62.8K 0.01% 812
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

CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Range Financial Group
Range Financial Group Tigard, Oregon $361M AUM 58.71% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

CoreCap Advisors's UPBD Position: Q3 2026 in Review

CoreCap Advisors reduced its Upbound Group (UPBD) stake by 19% in Q3 2026, selling an estimated $62.8K and leaving 14,145 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #812.

CoreCap Advisors first reported a position in UPBD in Q4 2021 and has held it in 19 quarters since. The position peaked at $720K in Q2 2025. 32 funds tracked by Wall St. Rank hold UPBD as of Q3 2026.

  • CoreCap Advisors held 14,145 shares of Upbound Group worth $222K as of Q3 2026.
  • CoreCap Advisors sold 3,259 Upbound Group shares in Q3 2026, an estimated $62.8K.
  • Upbound Group made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #812 holding.
  • CoreCap Advisors first reported a position in Upbound Group in Q4 2021 and has held it in 19 quarters since.
  • CoreCap Advisors's Upbound Group position peaked at $720K in Q2 2025.
  • 32 funds tracked by Wall St. Rank held Upbound Group as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.