First Citizens Bank & Trust’s Upbound Group UPBD Stock Holding History

First Citizens Bank & Trust’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	$411K	Sell	19,365 -989	-5%	-$18.5K	0.01%	504
2026 Q1	$367K	Buy	20,354 +7,808	+62%	+$152K	0.01%	511
2025 Q4	$220K	Sell	12,546 -122	-1%	-$2.36K	﹤0.01%	611
2025 Q3	$299K	Buy	12,668 +2,814	+29%	+$69.5K	0.01%	541
2025 Q2	$247K	Buy	+9,854	New	+$230K	﹤0.01%	566
2017 Q1	–	Sell	-17,247	Closed	-$194K	–	540
2016 Q4	$194K	Sell	17,247 -7,761	-31%	-$86.4K	0.02%	441
2016 Q3	$316K	Buy	+25,008	New	+$313K	0.03%	387

Other funds holding UPBD

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return