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
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

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 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
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 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

Farther Finance Advisors's UPBD Position: Q2 2026 in Review

Farther Finance Advisors increased its Upbound Group (UPBD) stake by 135% in Q2 2026, buying an estimated $8.8K and bringing the position to 821 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4075.

Farther Finance Advisors first reported a position in UPBD in Q4 2022 and has held it in 15 quarters since. The position peaked at $23.5K in Q3 2025. 53 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Farther Finance Advisors held 821 shares of Upbound Group worth $17.4K as of Q2 2026.
  • Farther Finance Advisors bought 471 Upbound Group shares in Q2 2026, an estimated $8.8K.
  • Upbound Group made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4075 holding.
  • Farther Finance Advisors first reported a position in Upbound Group in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Upbound Group position peaked at $23.5K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.