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Farmers & Merchants Investments Inc’s Upbound Group UPBD Stock Holding History

Farmers & Merchants Investments Inc’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 		$743 Hold
35
– – ﹤0.01% 1605
2026
Q1 		$632 Hold
35
– – ﹤0.01% 1594
2025
Q4 		$615 Hold
35
– – ﹤0.01% 1581
2025
Q3 		$827 Hold
35
– – ﹤0.01% 1527
2025
Q2 		$879 Hold
35
– – ﹤0.01% 1485
2025
Q1 		$839 Hold
35
– – ﹤0.01% 1494
2024
Q4 		$1.02K Hold
35
– – ﹤0.01% 1466
2024
Q3 		$1.12K Hold
35
– – ﹤0.01% 1446
2024
Q2 		$1.07K Hold
35
– – ﹤0.01% 1433
2024
Q1 		$1.23K Hold
35
– – ﹤0.01% 1358
2023
Q4 		$1.19K Hold
35
– – ﹤0.01% 1377
2023
Q3 		$1.03K Hold
35
– – ﹤0.01% 1365
2023
Q2 		$1.09K Hold
35
– – ﹤0.01% 1360
2023
Q1 		$858 Hold
35
– – ﹤0.01% 1435
2022
Q4 		$789 Hold
35
– – ﹤0.01% 1477
2022
Q3 		$1K Buy
+35
New +$872 ﹤0.01% 1471

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Farmers & Merchants Investments Inc's UPBD Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its Upbound Group (UPBD) position steady in Q2 2026 at 35 shares worth $743. The position accounts for ﹤0.01% of the portfolio, ranked #1605.

Farmers & Merchants Investments Inc first reported a position in UPBD in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.23K in Q1 2024. 124 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Farmers & Merchants Investments Inc held 35 shares of Upbound Group worth $743 as of Q2 2026.
  • Farmers & Merchants Investments Inc left its Upbound Group share count unchanged in Q2 2026.
  • Upbound Group made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1605 holding.
  • Farmers & Merchants Investments Inc first reported a position in Upbound Group in Q3 2022 and has held it in 16 quarters since.
  • Farmers & Merchants Investments Inc's Upbound Group position peaked at $1.23K in Q1 2024.
  • 124 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.