Bank of America
UPST icon

Bank of America’s Upstart Holdings UPST Stock Holding History

Bank of America’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 		$53.6M Buy
1,512,356
+1,006,378
+199% +$31M ﹤0.01% 1643
2026
Q1 		$13M Sell
505,978
-2,032,448
-80% -$71.5M ﹤0.01% 2757
2025
Q4 		$111M Buy
2,538,426
+2,293,367
+936% +$106M 0.01% 1043
2025
Q3 		$12.4M Sell
245,059
-1,009,985
-80% -$71.1M ﹤0.01% 3077
2025
Q2 		$81.2M Buy
1,255,044
+56,857
+5% +$2.79M 0.01% 1312
2025
Q1 		$55.2M Buy
1,198,187
+237,433
+25% +$14.8M ﹤0.01% 1498
2024
Q4 		$59.2M Buy
960,754
+20,236
+2% +$1.26M 0.01% 1373
2024
Q3 		$37.6M Sell
940,518
-170,096
-15% -$5.66M ﹤0.01% 1813
2024
Q2 		$26.2M Buy
1,110,614
+637,390
+135% +$15.4M ﹤0.01% 1984
2024
Q1 		$12.7M Sell
473,224
-879,117
-65% -$26M ﹤0.01% 2735
2023
Q4 		$55.3M Buy
1,352,341
+1,013,030
+299% +$30.8M 0.01% 1298
2023
Q3 		$9.68M Buy
339,311
+177,242
+109% +$7.12M ﹤0.01% 2742
2023
Q2 		$5.8M Sell
162,069
-1,479,296
-90% -$34M ﹤0.01% 3259
2023
Q1 		$26.1M Buy
1,641,365
+89,361
+6% +$1.5M ﹤0.01% 1879
2022
Q4 		$20.5M Buy
1,552,004
+373,435
+32% +$7.22M ﹤0.01% 2000
2022
Q3 		$24.5M Sell
1,178,569
-230,376
-16% -$6.2M ﹤0.01% 1793
2022
Q2 		$44.6M Buy
1,408,945
+224,775
+19% +$13.4M 0.01% 1345
2022
Q1 		$129M Buy
1,184,170
+976,786
+471% +$113M 0.01% 835
2021
Q4 		$31.4M Sell
207,384
-19,350
-9% -$4.83M ﹤0.01% 1788
2021
Q3 		$71.7M Sell
226,734
-2,980
-1% -$588K 0.01% 1134
2021
Q2 		$28.7M Buy
229,714
+110,152
+92% +$13.6M ﹤0.01% 1810
2021
Q1 		$15.4M Buy
119,562
+60,154
+101% +$4.61M ﹤0.01% 2282
2020
Q4 		$2.42M Buy
+59,408
New +$2.44M ﹤0.01% 3778

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

Bank of America's UPST Position: Q2 2026 in Review

Bank of America increased its Upstart Holdings (UPST) stake by 199% in Q2 2026, buying an estimated $31M and bringing the position to 1,512,356 shares worth $53.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1643.

Bank of America first reported a position in UPST in Q4 2020 and has held it in 23 quarters since. The position peaked at $129M in Q1 2022. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Bank of America held 1,512,356 shares of Upstart Holdings worth $53.6M as of Q2 2026.
  • Bank of America bought 1,006,378 Upstart Holdings shares in Q2 2026, an estimated $31M.
  • Upstart Holdings made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #1643 holding.
  • Bank of America first reported a position in Upstart Holdings in Q4 2020 and has held it in 23 quarters since.
  • Bank of America's Upstart Holdings position peaked at $129M in Q1 2022.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.