ORG Wealth Partners
UPBD icon

ORG Wealth Partners’s Upbound Group UPBD Stock Holding History

ORG Wealth Partners’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 		$659 Buy
+42
New +$810 ﹤0.01% 1927

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American Century Companies
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Geode Capital Management
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Morgan Stanley
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ORG Wealth Partners's UPBD Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in Upbound Group (UPBD) in Q3 2026: 42 shares worth $659. The stake represents ﹤0.01% of the portfolio and ranks #1927 among its holdings.

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

  • ORG Wealth Partners held 42 shares of Upbound Group worth $659 as of Q3 2026.
  • Upbound Group was a new ORG Wealth Partners position in Q3 2026.
  • Upbound Group made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #1927 holding.
  • 204 funds tracked by Wall St. Rank held Upbound Group as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.