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
2025 Q4	–	Sell	-200	Closed	-$10.2K	–	3844
2025 Q3	$10.2K	Buy	+200	New	+$14.1K	﹤0.01%	3362
2025 Q2	–	Sell	-1,600	Closed	-$73.6K	–	3755
2025 Q1	$73.6K	Hold	1,600	–	–	﹤0.01%	2991
2024 Q4	$98.5K	Hold	1,600	–	–	﹤0.01%	2956
2024 Q3	$65.4K	Buy	+1,600	New	+$53.2K	﹤0.01%	3350
2024 Q1	–	Sell	-50,000	Closed	-$2.22M	–	4349
2023 Q4	$2.22M	Buy	50,000 +49,000	+4,900%	+$1.49M	﹤0.01%	1633
2023 Q3	$32.6K	Hold	1,000	–	–	﹤0.01%	3502
2023 Q2	$37.5K	Sell	1,000 -111,500	-99%	-$2.56M	﹤0.01%	3644
2023 Q1	$1.79M	Buy	112,500 +111,500	+11,150%	+$1.88M	﹤0.01%	1731
2022 Q4	$13.2K	Hold	1,000	–	–	﹤0.01%	3745
2022 Q3	$27	Hold	1,000	–	–	﹤0.01%	3753
2022 Q2	$46	Sell	1,000 -21,800	-96%	-$1.3M	﹤0.01%	3652
2022 Q1	$2.62M	Buy	22,800 +22,400	+5,600%	+$2.58M	﹤0.01%	1791
2021 Q4	$64K	Buy	+400	New	+$99.9K	﹤0.01%	3202

Other funds holding UPST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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. 228 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.
228 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.