Bank of America
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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
2025
Q4 		– Sell
-778,200
Closed -$39.5M – 8351
2025
Q3 		$39.5M Buy
+778,200
New +$54.7M ﹤0.01% 1954
2025
Q1 		– Sell
-351,500
Closed -$21.6M – 8572
2024
Q4 		$21.6M Hold
351,500
– – ﹤0.01% 2229
2024
Q3 		$14.1M Buy
351,500
+34,100
+11% +$1.13M ﹤0.01% 2741
2024
Q2 		$7.49M Sell
317,400
-52,300
-14% -$1.26M ﹤0.01% 3232
2024
Q1 		$9.94M Sell
369,700
-2,030,400
-85% -$60M ﹤0.01% 2986
2023
Q4 		$98.1M Buy
2,400,100
+1,740,300
+264% +$53M 0.01% 972
2023
Q3 		$18.8M Hold
659,800
– – ﹤0.01% 2087
2023
Q2 		$23.6M Sell
659,800
-1,332,300
-67% -$30.6M ﹤0.01% 1869
2023
Q1 		$31.7M Buy
1,992,100
+156,100
+9% +$2.63M ﹤0.01% 1728
2022
Q4 		$24.3M Buy
1,836,000
+216,600
+13% +$4.19M ﹤0.01% 1857
2022
Q3 		$33.7M Sell
1,619,400
-402,300
-20% -$10.8M ﹤0.01% 1565
2022
Q2 		$63.9M Buy
2,021,700
+1,198,800
+146% +$71.4M 0.01% 1120
2022
Q1 		$89.8M Buy
+822,900
New +$94.8M 0.01% 1015

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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: Q1 2026 in Review

Bank of America reduced its Upstart Holdings (UPST) stake by 80% in Q1 2026, selling an estimated $71.5M and leaving 505,978 shares worth $13M. The position accounts for ﹤0.01% of the portfolio, ranked #2757.

Bank of America first reported a position in UPST in Q4 2020 and has held it in 22 quarters since. The position peaked at $129M in Q1 2022. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Bank of America held 505,978 shares of Upstart Holdings worth $13M as of Q1 2026.
  • Bank of America sold 2,032,448 Upstart Holdings shares in Q1 2026, an estimated $71.5M.
  • Upstart Holdings made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2757 holding.
  • Bank of America first reported a position in Upstart Holdings in Q4 2020 and has held it in 22 quarters since.
  • Bank of America's Upstart Holdings position peaked at $129M in Q1 2022.
  • 339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.