RWA
UPBD icon

Redhawk Wealth Advisors’s Upbound Group UPBD Stock Holding History

Redhawk 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
Q3 		$560K Buy
35,642
+13,406
+60% +$258K 0.06% 230
2026
Q2 		$472K Buy
+22,236
New +$416K 0.05% 259

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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Redhawk Wealth Advisors's UPBD Position: Q3 2026 in Review

Redhawk Wealth Advisors increased its Upbound Group (UPBD) stake by 60% in Q3 2026, buying an estimated $258K and bringing the position to 35,642 shares worth $560K. The position accounts for 0.06% of the portfolio, ranked #230.

Redhawk Wealth Advisors first reported a position in UPBD in Q2 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold UPBD as of Q3 2026.

  • Redhawk Wealth Advisors held 35,642 shares of Upbound Group worth $560K as of Q3 2026.
  • Redhawk Wealth Advisors bought 13,406 Upbound Group shares in Q3 2026, an estimated $258K.
  • Upbound Group made up 0.06% of Redhawk Wealth Advisors's portfolio in Q3 2026, its #230 holding.
  • Redhawk Wealth Advisors first reported a position in Upbound Group in Q2 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Upbound Group as of Q3 2026.

Based on Redhawk Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.