Main Street Group’s Upbound Group UPBD Stock Holding History

Main Street Group’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	$5.09K	Hold	240	–	–	﹤0.01%	646
2026 Q1	$4.33K	Buy	+240	New	+$4.68K	﹤0.01%	657
2025 Q4	–	Sell	-240	Closed	-$5.67K	–	575
2025 Q3	$5.67K	Hold	240	–	–	﹤0.01%	596
2025 Q2	$6.02K	Hold	240	–	–	﹤0.01%	557
2025 Q1	$5.75K	Buy	+240	New	+$6.59K	﹤0.01%	569
2024 Q4	–	Sell	-234	Closed	-$7.48K	–	819
2024 Q3	$7.48K	Buy	234 +2	+0.9%	+$64	﹤0.01%	537
2024 Q2	$7.09K	Buy	232 +4	+2%	+$128	﹤0.01%	578
2024 Q1	$8.04K	Buy	+228	New	+$7.62K	﹤0.01%	579

Other funds holding UPBD

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 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

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 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

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

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Main Street Group's UPBD Position: Q2 2026 in Review

Main Street Group held its Upbound Group (UPBD) position steady in Q2 2026 at 240 shares worth $5.09K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Main Street Group first reported a position in UPBD in Q1 2024 and has held it in 8 quarters since. The position peaked at $8.04K in Q1 2024. 27 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

Main Street Group held 240 shares of Upbound Group worth $5.09K as of Q2 2026.
Main Street Group left its Upbound Group share count unchanged in Q2 2026.
Upbound Group made up ﹤0.01% of Main Street Group's portfolio in Q2 2026, its #646 holding.
Main Street Group first reported a position in Upbound Group in Q1 2024 and has held it in 8 quarters since.
Main Street Group's Upbound Group position peaked at $8.04K in Q1 2024.
27 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.