FFA
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Farther Finance Advisors’s Upbound Group UPBD Stock Holding History

Farther Finance 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 		$17.1K Buy
1,088
+267
+33% +$5.15K ﹤0.01% 4262
2026
Q2 		$17.4K Buy
821
+471
+135% +$8.8K ﹤0.01% 4075
2026
Q1 		$6.26K Buy
350
+150
+75% +$2.92K ﹤0.01% 4377
2025
Q4 		$3.51K Sell
200
-794
-80% -$15.4K ﹤0.01% 4471
2025
Q3 		$23.5K Buy
994
+784
+373% +$19.4K ﹤0.01% 2928
2025
Q2 		$5.27K Sell
210
-200
-49% -$4.67K ﹤0.01% 3341
2025
Q1 		$9.92K Buy
410
+68
+20% +$1.87K ﹤0.01% 2742
2024
Q4 		$9.98K Sell
342
-122
-26% -$3.79K ﹤0.01% 2383
2024
Q3 		$14.9K Buy
464
+139
+43% +$4.47K ﹤0.01% 2202
2024
Q2 		$9.76K Buy
325
+199
+158% +$6.36K ﹤0.01% 2092
2024
Q1 		$4.41K Sell
126
-10
-7% -$334 ﹤0.01% 2131
2023
Q4 		$4.62K Buy
136
+46
+51% +$1.37K ﹤0.01% 2004
2023
Q3 		$2.65K Hold
90
– – ﹤0.01% 1750
2023
Q2 		$2.8K Hold
90
– – ﹤0.01% 1638
2023
Q1 		$2.21K Sell
90
-51
-36% -$1.31K ﹤0.01% 1610
2022
Q4 		$3.18K Buy
+141
New +$3.02K ﹤0.01% 1297

Other funds holding UPBD

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
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
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

Farther Finance Advisors's UPBD Position: Q3 2026 in Review

Farther Finance Advisors increased its Upbound Group (UPBD) stake by 33% in Q3 2026, buying an estimated $5.15K and bringing the position to 1,088 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4262.

Farther Finance Advisors first reported a position in UPBD in Q4 2022 and has held it in 16 quarters since. The position peaked at $23.5K in Q3 2025. 13 funds tracked by Wall St. Rank hold UPBD as of Q3 2026.

  • Farther Finance Advisors held 1,088 shares of Upbound Group worth $17.1K as of Q3 2026.
  • Farther Finance Advisors bought 267 Upbound Group shares in Q3 2026, an estimated $5.15K.
  • Upbound Group made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4262 holding.
  • Farther Finance Advisors first reported a position in Upbound Group in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Upbound Group position peaked at $23.5K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Upbound Group as of Q3 2026.

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