Albion Financial Group’s Upstart Holdings UPST Stock Holding History

Albion Financial Group’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 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

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

Albion Financial Group's UPST Position: Q1 2026 in Review

Albion Financial Group sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 1,000 shares — an estimated $43.7K sold.

Albion Financial Group first reported a position in UPST in Q2 2021 and held it in 19 quarters. The position peaked at $316K in Q3 2021. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

Albion Financial Group reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
Albion Financial Group sold 1,000 Upstart Holdings shares in Q1 2026, an estimated $43.7K.
Albion Financial Group first reported a position in Upstart Holdings in Q2 2021 and held it in 19 quarters.
Albion Financial Group's Upstart Holdings position peaked at $316K in Q3 2021.
338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Albion Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.