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AFG
Albion Financial Group’s
Upstart Holdings
UPST
Stock Holding History
Albion Financial Group’s Portfolio
UPST Stock Details
UPST Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
-1,000
Closed
-$43.7K
–
777
2025
Q4
$43.7K
Hold
1,000
–
–
﹤0.01%
264
2025
Q3
$50.8K
Hold
1,000
–
–
﹤0.01%
254
2025
Q2
$64.7K
Hold
1,000
–
–
﹤0.01%
224
2025
Q1
$46K
Hold
1,000
–
–
﹤0.01%
247
2024
Q4
$61.6K
Hold
1,000
–
–
﹤0.01%
234
2024
Q3
$40K
Hold
1,000
–
–
﹤0.01%
258
2024
Q2
$23.6K
Hold
1,000
–
–
﹤0.01%
283
2024
Q1
$26.9K
Hold
1,000
–
–
﹤0.01%
259
2023
Q4
$40.9K
Hold
1,000
–
–
﹤0.01%
235
2023
Q3
$28.5K
Hold
1,000
–
–
﹤0.01%
242
2023
Q2
$35.8K
Hold
1,000
–
–
﹤0.01%
236
2023
Q1
$15.9K
Hold
1,000
–
–
﹤0.01%
278
2022
Q4
$13.2K
Hold
1,000
–
–
﹤0.01%
287
2022
Q3
$21K
Hold
1,000
–
–
﹤0.01%
256
2022
Q2
$32K
Hold
1,000
–
–
﹤0.01%
239
2022
Q1
$109K
Hold
1,000
–
–
0.01%
224
2021
Q4
$151K
Hold
1,000
–
–
0.01%
228
2021
Q3
$316K
Hold
1,000
–
–
0.03%
164
2021
Q2
$125K
Buy
+1,000
New
+$123K
0.01%
205
Other funds holding UPST
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Marshall Wace
London, United Kingdom
$100B AUM
35.1%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
CS
Clear Street
New York
$24.6B AUM
56.26%
1-Year Est. Return
HFF
Halter Ferguson Financial
Carmel, Indiana
$456M AUM
49.85%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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