AHL
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Abel Hall LLC’s Upstart Holdings UPST Stock Holding History

Abel Hall LLC’s Portfolio UPST Stock Details UPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$225K Buy
+6,354
New +$196K 0.04% 657

Other funds holding UPST

BJF
Blue Jean Financial Albany, New York $144M AUM
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Abel Hall LLC's UPST Position: Q2 2026 in Review

Abel Hall LLC opened a new position in Upstart Holdings (UPST) in Q2 2026: 6,354 shares worth $225K. The stake represents 0.04% of the portfolio and ranks #657 among its holdings.

95 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Abel Hall LLC held 6,354 shares of Upstart Holdings worth $225K as of Q2 2026.
  • Upstart Holdings was a new Abel Hall LLC position in Q2 2026.
  • Upstart Holdings made up 0.04% of Abel Hall LLC's portfolio in Q2 2026, its #657 holding.
  • 95 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.