Atlantic Union Bankshares’s Upstart Holdings UPST Stock Holding History

Atlantic Union Bankshares’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	-27	Closed	-$1.18K	–	1835
2025 Q4	$1.18K	Buy	+27	New	+$1.24K	﹤0.01%	1552

Other funds holding UPST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Atlantic Union Bankshares's UPST Position: Q1 2026 in Review

Atlantic Union Bankshares sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 27 shares — an estimated $1.18K sold.

Atlantic Union Bankshares first reported a position in UPST in Q4 2025 and held it in 1 quarter. The position peaked at $1.18K in Q4 2025. 340 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

Atlantic Union Bankshares reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
Atlantic Union Bankshares sold 27 Upstart Holdings shares in Q1 2026, an estimated $1.18K.
Atlantic Union Bankshares first reported a position in Upstart Holdings in Q4 2025 and held it in 1 quarter.
Atlantic Union Bankshares's Upstart Holdings position peaked at $1.18K in Q4 2025.
340 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.