Y-Intercept (HK)’s Upbound Group UPBD Stock Holding History

Y-Intercept (HK)’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	$805K	Sell	37,945 -112,250	-75%	-$2.1M	0.02%	1126
2026 Q1	$2.71M	Buy	150,195 +53,918	+56%	+$1.05M	0.05%	579
2025 Q4	$1.69M	Buy	96,277 +37,640	+64%	+$728K	0.04%	701
2025 Q3	$1.39M	Buy	58,637 +16,530	+39%	+$408K	0.03%	815
2025 Q2	$1.06M	Buy	+42,107	New	+$984K	0.03%	909
2025 Q1	–	Sell	-28,577	Closed	-$834K	–	1626
2024 Q4	$834K	Sell	28,577 -5,285	-16%	-$164K	0.06%	502
2024 Q3	$1.08M	Buy	33,862 +8,360	+33%	+$269K	0.07%	410
2024 Q2	$783K	Buy	25,502 +2,934	+13%	+$93.7K	0.04%	608
2024 Q1	$795K	Buy	22,568 +11,564	+105%	+$386K	0.06%	481
2023 Q4	$374K	Buy	+11,004	New	+$328K	0.03%	738
2023 Q1	–	Sell	-21,899	Closed	-$494K	–	1554
2022 Q4	$494K	Buy	+21,899	New	+$469K	0.07%	438
2022 Q3	–	Sell	-21,755	Closed	-$423K	–	1284
2022 Q2	$423K	Buy	21,755 +2,456	+13%	+$61.1K	0.06%	477
2022 Q1	$486K	Buy	+19,299	New	+$697K	0.11%	275
2021 Q1	–	Sell	-5,995	Closed	-$230K	–	813
2020 Q4	$230K	Buy	+5,995	New	+$204K	0.1%	411

Other funds holding UPBD

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return