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Allworth Financial’s Upstart Holdings UPST Stock Holding History

Allworth Financial’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 		$74.3K Buy
2,096
+275
+15% +$8.47K ﹤0.01% 2160
2026
Q1 		$46.7K Buy
1,821
+215
+13% +$7.56K ﹤0.01% 2370
2025
Q4 		$70.2K Sell
1,606
-26
-2% -$1.2K ﹤0.01% 1969
2025
Q3 		$82.9K Buy
1,632
+7
+0.4% +$492 ﹤0.01% 1779
2025
Q2 		$105K Buy
1,625
+1,452
+839% +$71.2K ﹤0.01% 1519
2025
Q1 		$8.09K Sell
173
-26
-13% -$1.62K ﹤0.01% 2522
2024
Q4 		$13.1K Buy
199
+25
+14% +$1.56K ﹤0.01% 2331
2024
Q3 		$6.96K Hold
174
– – ﹤0.01% 2422
2024
Q2 		$4.84K Sell
174
-32
-16% -$772 ﹤0.01% 2536
2024
Q1 		$5.54K Buy
206
+25
+14% +$739 ﹤0.01% 2369
2023
Q4 		$7.39K Buy
181
+80
+79% +$2.44K ﹤0.01% 2105
2023
Q3 		$2.88K Buy
101
+51
+102% +$2.05K ﹤0.01% 2369
2023
Q2 		$1.79K Sell
50
-79
-61% -$1.82K ﹤0.01% 2528
2023
Q1 		$2.05K Buy
129
+66
+105% +$1.11K ﹤0.01% 2399
2022
Q4 		$833 Buy
63
+43
+215% +$831 ﹤0.01% 2528
2022
Q3 		$0 Hold
20
– – ﹤0.01% 3127
2022
Q2 		$1K Sell
20
-2
-9% -$119 ﹤0.01% 2279
2022
Q1 		$2K Hold
22
– – ﹤0.01% 1835
2021
Q4 		$3K Sell
22
-60
-73% -$15K ﹤0.01% 1679
2021
Q3 		$26K Buy
+82
New +$16.2K ﹤0.01% 954

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

Allworth Financial's UPST Position: Q2 2026 in Review

Allworth Financial increased its Upstart Holdings (UPST) stake by 15% in Q2 2026, buying an estimated $8.47K and bringing the position to 2,096 shares worth $74.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2160.

Allworth Financial first reported a position in UPST in Q3 2021 and has held it in 20 quarters since. The position peaked at $105K in Q2 2025. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Allworth Financial held 2,096 shares of Upstart Holdings worth $74.3K as of Q2 2026.
  • Allworth Financial bought 275 Upstart Holdings shares in Q2 2026, an estimated $8.47K.
  • Upstart Holdings made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2160 holding.
  • Allworth Financial first reported a position in Upstart Holdings in Q3 2021 and has held it in 20 quarters since.
  • Allworth Financial's Upstart Holdings position peaked at $105K in Q2 2025.
  • 367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.