Bank of Montreal
UPST icon

Bank of Montreal’s Upstart Holdings UPST Stock Holding History

Bank of Montreal’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 		$3.14M Buy
88,698
+7,210
+9% +$222K ﹤0.01% 1543
2026
Q1 		$2.09M Sell
81,488
-9,164
-10% -$322K ﹤0.01% 1648
2025
Q4 		$3.96M Buy
90,652
+2,651
+3% +$122K ﹤0.01% 1413
2025
Q3 		$4.47M Buy
88,001
+72,070
+452% +$5.07M ﹤0.01% 1341
2025
Q2 		$1.03M Buy
15,931
+3,697
+30% +$181K ﹤0.01% 1888
2025
Q1 		$563K Sell
12,234
-5,838
-32% -$363K ﹤0.01% 2127
2024
Q4 		$1.11M Sell
18,072
-355,651
-95% -$22.2M ﹤0.01% 1828
2024
Q3 		$15.3M Sell
373,723
-74,003
-17% -$2.46M 0.01% 886
2024
Q2 		$10.6M Sell
447,726
-73,733
-14% -$1.78M ﹤0.01% 983
2024
Q1 		$14M Sell
521,459
-870,739
-63% -$25.8M ﹤0.01% 862
2023
Q4 		$61.9M Buy
1,392,198
+7,021
+0.5% +$214K 0.02% 410
2023
Q3 		$45.1M Sell
1,385,177
-684,658
-33% -$27.5M 0.02% 448
2023
Q2 		$77.6M Buy
2,069,835
+1,847,138
+829% +$42.5M 0.03% 293
2023
Q1 		$3.55M Buy
222,697
+205,349
+1,184% +$3.45M ﹤0.01% 1392
2022
Q4 		$230K Sell
17,348
-73,050
-81% -$1.41M ﹤0.01% 3080
2022
Q3 		$2.48M Sell
90,398
-9,313
-9% -$250K ﹤0.01% 1709
2022
Q2 		$4.59M Sell
99,711
-17,384
-15% -$1.04M ﹤0.01% 1478
2022
Q1 		$13.5M Sell
117,095
-24,639
-17% -$2.84M 0.01% 1005
2021
Q4 		$22.7M Buy
141,734
+19,850
+16% +$4.96M 0.01% 698
2021
Q3 		$39.1M Buy
121,884
+57,808
+90% +$11.4M 0.02% 643
2021
Q2 		$7.96M Buy
64,076
+63,966
+58,151% +$7.87M ﹤0.01% 1382
2021
Q1 		$13K Buy
+110
New +$8.44K ﹤0.01% 4245

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 Montreal's UPST Position: Q2 2026 in Review

Bank of Montreal increased its Upstart Holdings (UPST) stake by 8.8% in Q2 2026, buying an estimated $222K and bringing the position to 88,698 shares worth $3.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1543.

Bank of Montreal first reported a position in UPST in Q1 2021 and has held it in 22 quarters since. The position peaked at $77.6M in Q2 2023. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Bank of Montreal held 88,698 shares of Upstart Holdings worth $3.14M as of Q2 2026.
  • Bank of Montreal bought 7,210 Upstart Holdings shares in Q2 2026, an estimated $222K.
  • Upstart Holdings made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1543 holding.
  • Bank of Montreal first reported a position in Upstart Holdings in Q1 2021 and has held it in 22 quarters since.
  • Bank of Montreal's Upstart Holdings position peaked at $77.6M in Q2 2023.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.