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Paladin Partners’s Upbound Group UPBD Stock Holding History

Paladin 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 		$393 Hold
25
– – ﹤0.01% 193
2026
Q2 		$531 Hold
25
– – ﹤0.01% 203
2026
Q1 		$451 Hold
25
– – ﹤0.01% 201
2025
Q4 		$439 Buy
+25
New +$483 ﹤0.01% 206

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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Paladin Partners's UPBD Position: Q3 2026 in Review

Paladin Partners held its Upbound Group (UPBD) position steady in Q3 2026 at 25 shares worth $393. The position accounts for ﹤0.01% of the portfolio, ranked #193.

Paladin Partners first reported a position in UPBD in Q4 2025 and has held it in 4 quarters since. The position peaked at $531 in Q2 2026. 13 funds tracked by Wall St. Rank hold UPBD as of Q3 2026.

  • Paladin Partners held 25 shares of Upbound Group worth $393 as of Q3 2026.
  • Paladin Partners left its Upbound Group share count unchanged in Q3 2026.
  • Upbound Group made up ﹤0.01% of Paladin Partners's portfolio in Q3 2026, its #193 holding.
  • Paladin Partners first reported a position in Upbound Group in Q4 2025 and has held it in 4 quarters since.
  • Paladin Partners's Upbound Group position peaked at $531 in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Upbound Group as of Q3 2026.

Based on Paladin Partners's 13F filing for Q3 2026, filed 6 Oct 2026.