GI
UPBD icon

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
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

RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 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 $59.6B AUM 29.42% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return