Beacon Financial Group

SEC CIK: 0001591379
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

UPBD holding history

Upbound Group, Inc. in every 13F filed by Beacon Financial Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UPBD overview All 13F holders of UPBD Full Q2 2026 holdings

Shares (Q2 2026): 76,108
Value: $1.62M
% of portfolio: 0.1%
Quarters held: 4; Since Q3 2025

Holdings of UPBD by Beacon Financial Group, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	76,108	$1.62M	0.1%	+117+0.2%	Added	Holders
Q1 2026	75,991	$1.37M	0.1%	+74+0.1%	Added	Holders
Q4 2025	75,917	$1.33M	0.1%	+41+0.1%	Added	Holders
Q3 2025	75,876	$1.79M	0.2%	+75,876	New	Holders