Physician Wealth Advisors’s Upbound Group UPBD Stock Holding History

Physician Wealth Advisors’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	$7.17K	Hold	338	–	–	﹤0.01%	967
2026 Q1	$6.1K	Hold	338	–	–	﹤0.01%	942
2025 Q4	$5.94K	Hold	338	–	–	﹤0.01%	924
2025 Q3	$7.99K	Hold	338	–	–	﹤0.01%	808
2025 Q2	$8.48K	Hold	338	–	–	﹤0.01%	673
2025 Q1	$8.1K	Hold	338	–	–	﹤0.01%	646
2024 Q4	$9.86K	Buy	+338	New	+$10.5K	﹤0.01%	633

Other funds holding UPBD

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

YIH

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

SGI

Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Physician Wealth Advisors's UPBD Position: Q2 2026 in Review

Physician Wealth Advisors held its Upbound Group (UPBD) position steady in Q2 2026 at 338 shares worth $7.17K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

Physician Wealth Advisors first reported a position in UPBD in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.86K in Q4 2024. 59 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

Physician Wealth Advisors held 338 shares of Upbound Group worth $7.17K as of Q2 2026.
Physician Wealth Advisors left its Upbound Group share count unchanged in Q2 2026.
Upbound Group made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #967 holding.
Physician Wealth Advisors first reported a position in Upbound Group in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Upbound Group position peaked at $9.86K in Q4 2024.
59 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.