Bank of Montreal’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | $2.48K | Sell |
90,398
-9,313
| -9% | -$250K | ﹤0.01% | 1709 |
|
|
2022
Q2 | $4.59K | 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
VCM
VPM
CS
HFF