Venture Visionary Partners’s Upbound Group UPBD Stock Holding History

Venture Visionary 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 Q2	$1.94M	Buy	+91,367	New	+$1.71M	0.05%	251

Other funds holding UPBD

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

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Venture Visionary Partners's UPBD Position: Q2 2026 in Review

Venture Visionary Partners opened a new position in Upbound Group (UPBD) in Q2 2026: 91,367 shares worth $1.94M. The stake represents 0.05% of the portfolio and ranks #251 among its holdings.

47 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

Venture Visionary Partners held 91,367 shares of Upbound Group worth $1.94M as of Q2 2026.
Upbound Group was a new Venture Visionary Partners position in Q2 2026.
Upbound Group made up 0.05% of Venture Visionary Partners's portfolio in Q2 2026, its #251 holding.
47 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.