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 Q3	–	Sell	-6,354	Closed	-$225K	–	1037
2026 Q2	$225K	Buy	+6,354	New	+$196K	0.04%	657

Other funds holding UPST

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

MIC

Maxi Investments CY Limassol, Cyprus $545M AUM 21.2% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Abel Hall LLC's UPST Position: Q3 2026 in Review

Abel Hall LLC sold out of Upstart Holdings (UPST) in Q3 2026, closing a stake of 6,354 shares — an estimated $225K sold.

Abel Hall LLC first reported a position in UPST in Q2 2026 and held it in 1 quarter. The position peaked at $225K in Q2 2026. 142 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

Abel Hall LLC reported no remaining Upstart Holdings position as of Q3 2026 after selling out during the quarter.
Abel Hall LLC sold 6,354 Upstart Holdings shares in Q3 2026, an estimated $225K.
Abel Hall LLC first reported a position in Upstart Holdings in Q2 2026 and held it in 1 quarter.
Abel Hall LLC's Upstart Holdings position peaked at $225K in Q2 2026.
142 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.