Wolff Wiese Magana’s Upbound Group UPBD Stock Holding History

Wolff Wiese Magana’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	$21.2K	Hold	1,000	–	–	0.01%	353
2026 Q1	$18.1K	Hold	1,000	–	–	0.01%	344
2025 Q4	$17.6K	Hold	1,000	–	–	0.01%	334
2025 Q3	$23.6K	Hold	1,000	–	–	0.01%	300
2025 Q2	$25.1K	Hold	1,000	–	–	0.02%	272
2025 Q1	$24K	Hold	1,000	–	–	0.02%	269
2024 Q4	$29.2K	Hold	1,000	–	–	0.02%	252
2024 Q3	$32K	Hold	1,000	–	–	0.02%	240
2024 Q2	$30.7K	Hold	1,000	–	–	0.02%	207
2024 Q1	$35.2K	Hold	1,000	–	–	0.03%	174
2023 Q4	$34K	Hold	1,000	–	–	0.03%	176
2023 Q3	$29.4K	Hold	1,000	–	–	0.02%	236
2023 Q2	$31.1K	Hold	1,000	–	–	0.02%	239
2023 Q1	$24.5K	Hold	1,000	–	–	0.02%	249
2022 Q4	$22.6K	Hold	1,000	–	–	0.02%	248
2022 Q3	$18K	Hold	1,000	–	–	0.01%	394
2022 Q2	$19K	Hold	1,000	–	–	0.01%	414
2022 Q1	$25K	Hold	1,000	–	–	0.02%	385
2021 Q4	$48K	Hold	1,000	–	–	0.03%	283
2021 Q3	$56K	Hold	1,000	–	–	0.04%	263
2021 Q2	$53K	Hold	1,000	–	–	0.04%	274
2021 Q1	$58K	Hold	1,000	–	–	0.05%	253
2020 Q4	$38K	Buy	+1,000	New	+$34K	0.03%	299

Other funds holding UPBD

PCM

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

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

RFG

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

BFG

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

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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

YIH

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

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

Wolff Wiese Magana's UPBD Position: Q2 2026 in Review

Wolff Wiese Magana held its Upbound Group (UPBD) position steady in Q2 2026 at 1,000 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #353.

Wolff Wiese Magana first reported a position in UPBD in Q4 2020 and has held it in 23 quarters since. The position peaked at $58K in Q1 2021. 53 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

Wolff Wiese Magana held 1,000 shares of Upbound Group worth $21.2K as of Q2 2026.
Wolff Wiese Magana left its Upbound Group share count unchanged in Q2 2026.
Upbound Group made up 0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #353 holding.
Wolff Wiese Magana first reported a position in Upbound Group in Q4 2020 and has held it in 23 quarters since.
Wolff Wiese Magana's Upbound Group position peaked at $58K in Q1 2021.
53 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.