GDS Wealth Management
UPBD icon

GDS Wealth Management’s Upbound Group UPBD Stock Holding History

GDS Wealth Management’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 		$5.61M Buy
+357,316
New +$6.89M 0.25% 82

Other funds holding UPBD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

GDS Wealth Management's UPBD Position: Q3 2026 in Review

GDS Wealth Management opened a new position in Upbound Group (UPBD) in Q3 2026: 357,316 shares worth $5.61M. The stake represents 0.25% of the portfolio and ranks #82 among its holdings.

96 funds tracked by Wall St. Rank hold UPBD as of Q3 2026.

  • GDS Wealth Management held 357,316 shares of Upbound Group worth $5.61M as of Q3 2026.
  • Upbound Group was a new GDS Wealth Management position in Q3 2026.
  • Upbound Group made up 0.25% of GDS Wealth Management's portfolio in Q3 2026, its #82 holding.
  • 96 funds tracked by Wall St. Rank held Upbound Group as of Q3 2026.

Based on GDS Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.