Bank of New York Mellon
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Bank of New York Mellon’s Upstart Holdings UPST Stock Holding History

Bank of New York Mellon’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 		$9.68M Buy
273,245
+5,904
+2% +$182K ﹤0.01% 2045
2026
Q1 		$6.86M Sell
267,341
-1,873
-0.7% -$65.9K ﹤0.01% 2138
2025
Q4 		$11.8M Sell
269,214
-3,570
-1% -$164K ﹤0.01% 1842
2025
Q3 		$13.9M Buy
272,784
+15,462
+6% +$1.09M ﹤0.01% 1753
2025
Q2 		$16.6M Buy
257,322
+16,111
+7% +$790K ﹤0.01% 1620
2025
Q1 		$11.1M Sell
241,211
-33,271
-12% -$2.07M ﹤0.01% 1802
2024
Q4 		$16.9M Buy
274,482
+58,887
+27% +$3.67M ﹤0.01% 1667
2024
Q3 		$8.63M Sell
215,595
-56,835
-21% -$1.89M ﹤0.01% 2008
2024
Q2 		$6.43M Buy
272,430
+36,206
+15% +$874K ﹤0.01% 2202
2024
Q1 		$6.35M Sell
236,224
-23,662
-9% -$700K ﹤0.01% 2196
2023
Q4 		$10.6M Buy
259,886
+11,796
+5% +$359K ﹤0.01% 1960
2023
Q3 		$7.08M Buy
248,090
+763
+0.3% +$30.7K ﹤0.01% 2146
2023
Q2 		$8.86M Buy
247,327
+14,263
+6% +$328K ﹤0.01% 2005
2023
Q1 		$3.7M Buy
233,064
+2,672
+1% +$45K ﹤0.01% 2461
2022
Q4 		$3.05M Sell
230,392
-10,373
-4% -$200K ﹤0.01% 2614
2022
Q3 		$5M Buy
240,765
+798
+0.3% +$21.5K ﹤0.01% 2290
2022
Q2 		$7.59M Buy
239,967
+67,849
+39% +$4.04M ﹤0.01% 2099
2022
Q1 		$18.8M Buy
172,118
+28,494
+20% +$3.28M ﹤0.01% 1714
2021
Q4 		$21.7M Buy
143,624
+19,951
+16% +$4.98M ﹤0.01% 1682
2021
Q3 		$39.1M Buy
123,673
+83,751
+210% +$16.5M 0.01% 1297
2021
Q2 		$4.99M Buy
39,922
+13,725
+52% +$1.69M ﹤0.01% 2483
2021
Q1 		$3.38M Buy
+26,197
New +$2.01M ﹤0.01% 2636

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Bank of New York Mellon's UPST Position: Q2 2026 in Review

Bank of New York Mellon increased its Upstart Holdings (UPST) stake by 2.2% in Q2 2026, buying an estimated $182K and bringing the position to 273,245 shares worth $9.68M. The position accounts for ﹤0.01% of the portfolio, ranked #2045.

Bank of New York Mellon first reported a position in UPST in Q1 2021 and has held it in 22 quarters since. The position peaked at $39.1M in Q3 2021. 169 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Bank of New York Mellon held 273,245 shares of Upstart Holdings worth $9.68M as of Q2 2026.
  • Bank of New York Mellon bought 5,904 Upstart Holdings shares in Q2 2026, an estimated $182K.
  • Upstart Holdings made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #2045 holding.
  • Bank of New York Mellon first reported a position in Upstart Holdings in Q1 2021 and has held it in 22 quarters since.
  • Bank of New York Mellon's Upstart Holdings position peaked at $39.1M in Q3 2021.
  • 169 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.