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B. Riley Wealth Advisors’s Upstart Holdings UPST Stock Holding History

B. Riley Wealth Advisors’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
2025
Q4 		– Sell
-70,000
Closed -$35.6K – 1156
2025
Q3 		$35.6K Buy
+70,000
New +$4.92M ﹤0.01% 1019

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

B. Riley Wealth Advisors's UPST Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 1,047 shares — an estimated $53.2K sold.

B. Riley Wealth Advisors first reported a position in UPST in Q2 2021 and held it in 6 quarters. The position peaked at $3.06M in Q3 2021. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

  • B. Riley Wealth Advisors reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,047 Upstart Holdings shares in Q4 2025, an estimated $53.2K.
  • B. Riley Wealth Advisors first reported a position in Upstart Holdings in Q2 2021 and held it in 6 quarters.
  • B. Riley Wealth Advisors's Upstart Holdings position peaked at $3.06M in Q3 2021.
  • 393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.