CI
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CX Institutional’s Upbound Group UPBD Stock Holding History

CX Institutional’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 		$4.62M Buy
+294,173
New +$5.67M 0.13% 180
2022
Q4 		– Sell
-10,421
Closed -$182K – 573
2022
Q3 		$182K Buy
10,421
+4,074
+64% +$101K 0.01% 449
2022
Q2 		$124K Buy
+6,347
New +$158K 0.01% 513

Other funds holding UPBD

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CX Institutional's UPBD Position: Q3 2026 in Review

CX Institutional opened a new position in Upbound Group (UPBD) in Q3 2026: 294,173 shares worth $4.62M. The stake represents 0.13% of the portfolio and ranks #180 among its holdings. This is a return to the name: CX Institutional previously reported a position in UPBD as recently as Q3 2022.

CX Institutional first reported a position in UPBD in Q2 2022 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold UPBD as of Q3 2026.

  • CX Institutional held 294,173 shares of Upbound Group worth $4.62M as of Q3 2026.
  • Upbound Group was a new CX Institutional position in Q3 2026.
  • Upbound Group made up 0.13% of CX Institutional's portfolio in Q3 2026, its #180 holding.
  • CX Institutional first reported a position in Upbound Group in Q2 2022 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held Upbound Group as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.