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 New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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 Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 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. 117 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.
117 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.