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True Wealth Design’s Upbound Group UPBD Stock Holding History

True Wealth Design’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 		$5.83K Sell
371
-13
-3% -$251 ﹤0.01% 1291
2026
Q2 		$8.15K Buy
384
+146
+61% +$2.73K ﹤0.01% 1142
2026
Q1 		$4.3K Sell
238
-2
-0.8% -$39 ﹤0.01% 1257
2025
Q4 		$4.21K Sell
240
-92
-28% -$1.78K ﹤0.01% 1158
2025
Q3 		$7.85K Sell
332
-23
-6% -$568 ﹤0.01% 923
2025
Q2 		$8.91K Buy
355
+337
+1,872% +$7.87K ﹤0.01% 621
2025
Q1 		$432 Buy
+18
New +$494 ﹤0.01% 1600

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
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

True Wealth Design's UPBD Position: Q3 2026 in Review

True Wealth Design reduced its Upbound Group (UPBD) stake by 3.4% in Q3 2026, selling an estimated $251 and leaving 371 shares worth $5.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

True Wealth Design first reported a position in UPBD in Q1 2025 and has held it in 7 quarters since. The position peaked at $8.91K in Q2 2025. 13 funds tracked by Wall St. Rank hold UPBD as of Q3 2026.

  • True Wealth Design held 371 shares of Upbound Group worth $5.83K as of Q3 2026.
  • True Wealth Design sold 13 Upbound Group shares in Q3 2026, an estimated $251.
  • Upbound Group made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1291 holding.
  • True Wealth Design first reported a position in Upbound Group in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Upbound Group position peaked at $8.91K in Q2 2025.
  • 13 funds tracked by Wall St. Rank held Upbound Group as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.