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Trust Company’s Upbound Group UPBD Stock Holding History

Trust Company’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 		$251 Hold
16
– – ﹤0.01% 863
2026
Q2 		$340 Hold
16
– – ﹤0.01% 829
2026
Q1 		$289 Hold
16
– – ﹤0.01% 832
2025
Q4 		$281 Buy
+16
New +$309 ﹤0.01% 830

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
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 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

Trust Company's UPBD Position: Q3 2026 in Review

Trust Company held its Upbound Group (UPBD) position steady in Q3 2026 at 16 shares worth $251. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Trust Company first reported a position in UPBD in Q4 2025 and has held it in 4 quarters since. The position peaked at $340 in Q2 2026. 15 funds tracked by Wall St. Rank hold UPBD as of Q3 2026.

  • Trust Company held 16 shares of Upbound Group worth $251 as of Q3 2026.
  • Trust Company left its Upbound Group share count unchanged in Q3 2026.
  • Upbound Group made up ﹤0.01% of Trust Company's portfolio in Q3 2026, its #863 holding.
  • Trust Company first reported a position in Upbound Group in Q4 2025 and has held it in 4 quarters since.
  • Trust Company's Upbound Group position peaked at $340 in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Upbound Group as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.