GI
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GAMMA Investing’s Upbound Group UPBD Stock Holding History

GAMMA Investing’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 		$38.8K Sell
2,470
-890
-26% -$17.2K ﹤0.01% 2551
2026
Q2 		$71.3K Buy
3,360
+518
+18% +$9.68K ﹤0.01% 2062
2026
Q1 		$51.3K Buy
2,842
+225
+9% +$4.38K ﹤0.01% 2159
2025
Q4 		$46K Sell
2,617
-1,170
-31% -$22.6K ﹤0.01% 2123
2025
Q3 		$89.5K Buy
3,787
+1,170
+45% +$28.9K ﹤0.01% 1580
2025
Q2 		$65.7K Buy
2,617
+2,108
+414% +$49.2K ﹤0.01% 1743
2025
Q1 		$12.2K Buy
509
+278
+120% +$7.63K ﹤0.01% 2651
2024
Q4 		$6.74K Sell
231
-44
-16% -$1.37K ﹤0.01% 2783
2024
Q3 		$8.8K Buy
275
+21
+8% +$675 ﹤0.01% 2515
2024
Q2 		$7.8K Buy
254
+90
+55% +$2.88K ﹤0.01% 2371
2024
Q1 		$5.77K Buy
164
+44
+37% +$1.47K ﹤0.01% 2348
2023
Q4 		$3.98K Buy
+120
New +$3.57K ﹤0.01% 2333

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

GAMMA Investing's UPBD Position: Q3 2026 in Review

GAMMA Investing reduced its Upbound Group (UPBD) stake by 26% in Q3 2026, selling an estimated $17.2K and leaving 2,470 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2551.

GAMMA Investing first reported a position in UPBD in Q4 2023 and has held it in 12 quarters since. The position peaked at $89.5K in Q3 2025. 13 funds tracked by Wall St. Rank hold UPBD as of Q3 2026.

  • GAMMA Investing held 2,470 shares of Upbound Group worth $38.8K as of Q3 2026.
  • GAMMA Investing sold 890 Upbound Group shares in Q3 2026, an estimated $17.2K.
  • Upbound Group made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2551 holding.
  • GAMMA Investing first reported a position in Upbound Group in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Upbound Group position peaked at $89.5K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Upbound Group as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.