Bank of Nova Scotia’s Upstart Holdings UPST Stock Holding History

Bank of Nova Scotia’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	$4.25M	Sell	119,894 -30,581	-20%	-$942K	0.01%	645
2026 Q1	$3.86M	Buy	150,475 +8,917	+6%	+$314K	0.01%	634
2025 Q4	$6.19M	Buy	141,558 +31,970	+29%	+$1.47M	0.01%	582
2025 Q3	$5.57M	Buy	109,588 +64,799	+145%	+$4.56M	0.01%	530
2025 Q2	$2.9M	Sell	44,789 -65,242	-59%	-$3.2M	0.01%	606
2025 Q1	$5.06M	Sell	110,031 -13,160	-11%	-$818K	0.01%	464
2024 Q4	$7.58M	Buy	+123,191	New	+$7.68M	0.01%	456

Other funds holding UPST

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 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

Bank of Nova Scotia's UPST Position: Q2 2026 in Review

Bank of Nova Scotia reduced its Upstart Holdings (UPST) stake by 20% in Q2 2026, selling an estimated $942K and leaving 119,894 shares worth $4.25M. The position accounts for 0.01% of the portfolio, ranked #645.

Bank of Nova Scotia first reported a position in UPST in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.58M in Q4 2024. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Bank of Nova Scotia held 119,894 shares of Upstart Holdings worth $4.25M as of Q2 2026.
Bank of Nova Scotia sold 30,581 Upstart Holdings shares in Q2 2026, an estimated $942K.
Upstart Holdings made up 0.01% of Bank of Nova Scotia's portfolio in Q2 2026, its #645 holding.
Bank of Nova Scotia first reported a position in Upstart Holdings in Q4 2024 and has held it in 7 quarters since.
Bank of Nova Scotia's Upstart Holdings position peaked at $7.58M in Q4 2024.
367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

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