VVP
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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
Q3 		$2.48M Buy
157,858
+66,491
+73% +$1.28M 0.06% 223
2026
Q2 		$1.94M Buy
+91,367
New +$1.71M 0.05% 251

Other funds holding UPBD

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 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
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

Venture Visionary Partners's UPBD Position: Q3 2026 in Review

Venture Visionary Partners increased its Upbound Group (UPBD) stake by 73% in Q3 2026, buying an estimated $1.28M and bringing the position to 157,858 shares worth $2.48M. The position accounts for 0.06% of the portfolio, ranked #223.

Venture Visionary Partners first reported a position in UPBD in Q2 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold UPBD as of Q3 2026.

  • Venture Visionary Partners held 157,858 shares of Upbound Group worth $2.48M as of Q3 2026.
  • Venture Visionary Partners bought 66,491 Upbound Group shares in Q3 2026, an estimated $1.28M.
  • Upbound Group made up 0.06% of Venture Visionary Partners's portfolio in Q3 2026, its #223 holding.
  • Venture Visionary Partners first reported a position in Upbound Group in Q2 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Upbound Group as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.