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Bank of Jackson Hole Trust’s Upstart Holdings UPST Stock Holding History

Bank of Jackson Hole Trust’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 		$10.6K Buy
414
+258
+165% +$9.08K 0.01% 392
2025
Q4 		$6.82K Buy
+156
New +$7.18K ﹤0.01% 423

Other funds holding UPST

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.61T AUM 30.72% 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
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return

Bank of Jackson Hole Trust's UPST Position: Q1 2026 in Review

Bank of Jackson Hole Trust increased its Upstart Holdings (UPST) stake by 165% in Q1 2026, buying an estimated $9.08K and bringing the position to 414 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #392.

Bank of Jackson Hole Trust first reported a position in UPST in Q4 2025 and has held it in 2 quarters since. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Bank of Jackson Hole Trust held 414 shares of Upstart Holdings worth $10.6K as of Q1 2026.
  • Bank of Jackson Hole Trust bought 258 Upstart Holdings shares in Q1 2026, an estimated $9.08K.
  • Upstart Holdings made up 0.01% of Bank of Jackson Hole Trust's portfolio in Q1 2026, its #392 holding.
  • Bank of Jackson Hole Trust first reported a position in Upstart Holdings in Q4 2025 and has held it in 2 quarters since.
  • 339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q1 2026, filed 12 May 2026.