Ameritas Advisory Services’s Upstart Holdings UPST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$111K Buy
+3,123
New +$96.2K ﹤0.01% 1157
2025
Q4
Sell
-150
Closed -$7.62K 2050
2025
Q3
$7.62K Sell
150
-382
-72% -$26.9K ﹤0.01% 1740
2025
Q2
$34.4K Buy
+532
New +$26.1K ﹤0.01% 1482
2023
Q2
Sell
-1,147
Closed -$17.1K 2408
2023
Q1
$17.1K Buy
+1,147
New +$19.3K ﹤0.01% 1715

Other funds holding UPST

Ameritas Advisory Services's UPST Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Upstart Holdings (UPST) in Q2 2026: 3,123 shares worth $111K. The stake represents ﹤0.01% of the portfolio and ranks #1157 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in UPST as recently as Q3 2025.

Ameritas Advisory Services first reported a position in UPST in Q1 2023 and has held it in 4 quarters since. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Ameritas Advisory Services held 3,123 shares of Upstart Holdings worth $111K as of Q2 2026.
  • Upstart Holdings was a new Ameritas Advisory Services position in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1157 holding.
  • Ameritas Advisory Services first reported a position in Upstart Holdings in Q1 2023 and has held it in 4 quarters since.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.