AssetMark Inc’s Upstart Holdings UPST Stock Holding History

AssetMark Inc’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	$638	Sell	18 -7	-28%	-$216	﹤0.01%	3245
2026 Q1	$641	Sell	25 -2	-7%	-$70	﹤0.01%	3133
2025 Q4	$1.18K	Sell	27 -13	-33%	-$599	﹤0.01%	2897
2025 Q3	$2.03K	Hold	40	–	–	﹤0.01%	2623
2025 Q2	$2.59K	Buy	40 +30	+300%	+$1.47K	﹤0.01%	2353
2025 Q1	$460	Sell	10 -3	-23%	-$186	﹤0.01%	2431
2024 Q4	$800	Buy	13 +3	+30%	+$187	﹤0.01%	2288
2024 Q3	$400	Buy	+10	New	+$333	﹤0.01%	2108
2024 Q1	–	Sell	-15	Closed	-$613	–	2126
2023 Q4	$613	Buy	+15	New	+$457	﹤0.01%	1663
2022 Q4	–	Sell	-5	Closed	–	–	1663
2022 Q3	$0	Buy	+5	New	+$134	﹤0.01%	1631
2022 Q1	–	Sell	-15	Closed	-$2K	–	1749
2021 Q4	$2K	Buy	+15	New	+$3.75K	﹤0.01%	1391

Other funds holding UPST

HFF

Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

BJF

Blue Jean Financial Albany, New York $144M AUM

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AssetMark Inc's UPST Position: Q2 2026 in Review

AssetMark Inc reduced its Upstart Holdings (UPST) stake by 28% in Q2 2026, selling an estimated $216 and leaving 18 shares worth $638. The position accounts for ﹤0.01% of the portfolio, ranked #3245.

AssetMark Inc first reported a position in UPST in Q4 2021 and has held it in 11 quarters since. The position peaked at $2.59K in Q2 2025. 147 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

AssetMark Inc held 18 shares of Upstart Holdings worth $638 as of Q2 2026.
AssetMark Inc sold 7 Upstart Holdings shares in Q2 2026, an estimated $216.
Upstart Holdings made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3245 holding.
AssetMark Inc first reported a position in Upstart Holdings in Q4 2021 and has held it in 11 quarters since.
AssetMark Inc's Upstart Holdings position peaked at $2.59K in Q2 2025.
147 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.