EWA
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EverSource Wealth Advisors’s Upbound Group UPBD Stock Holding History

EverSource Wealth 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 		$13.9K Buy
653
+296
+83% +$5.53K ﹤0.01% 2695
2026
Q1 		$6.44K Buy
357
+11
+3% +$214 ﹤0.01% 3142
2025
Q4 		$6.08K Buy
346
+130
+60% +$2.51K ﹤0.01% 3042
2025
Q3 		$5.1K Sell
216
-523
-71% -$12.9K ﹤0.01% 3141
2025
Q2 		$18.5K Buy
739
+492
+199% +$11.5K ﹤0.01% 2360
2025
Q1 		$5.92K Buy
247
+150
+155% +$4.12K ﹤0.01% 2415
2024
Q4 		$2.83K Buy
97
+11
+13% +$341 ﹤0.01% 2582
2024
Q3 		$2.75K Hold
86
– – ﹤0.01% 2433
2024
Q2 		$3.25K Hold
86
– – ﹤0.01% 2378
2024
Q1 		$2.67K Hold
86
– – ﹤0.01% 2296
2023
Q4 		$2.92K Sell
86
-84
-49% -$2.5K ﹤0.01% 2064
2023
Q3 		$5.01K Hold
170
– – ﹤0.01% 1713
2023
Q2 		$5.29K Buy
+170
New +$4.97K ﹤0.01% 1715
2022
Q3 		– Sell
-279
Closed -$5K – 2146
2022
Q2 		$5K Buy
+279
New +$6.95K ﹤0.01% 1290

Other funds holding UPBD

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

EverSource Wealth Advisors's UPBD Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Upbound Group (UPBD) stake by 83% in Q2 2026, buying an estimated $5.53K and bringing the position to 653 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2695.

EverSource Wealth Advisors first reported a position in UPBD in Q2 2022 and has held it in 14 quarters since. The position peaked at $18.5K in Q2 2025. 47 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • EverSource Wealth Advisors held 653 shares of Upbound Group worth $13.9K as of Q2 2026.
  • EverSource Wealth Advisors bought 296 Upbound Group shares in Q2 2026, an estimated $5.53K.
  • Upbound Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2695 holding.
  • EverSource Wealth Advisors first reported a position in Upbound Group in Q2 2022 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's Upbound Group position peaked at $18.5K in Q2 2025.
  • 47 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.