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Beacon Pointe Advisors’s Upstart Holdings UPST Stock Holding History

Beacon Pointe Advisors’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
Q1 		$215K Sell
8,401
-300
-3% -$10.6K ﹤0.01% 1696
2025
Q4 		$380K Buy
+8,701
New +$401K ﹤0.01% 1163

Other funds holding UPST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return

Beacon Pointe Advisors's UPST Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its Upstart Holdings (UPST) stake by 3.4% in Q1 2026, selling an estimated $10.6K and leaving 8,401 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1696.

Beacon Pointe Advisors first reported a position in UPST in Q4 2025 and has held it in 2 quarters since. The position peaked at $380K in Q4 2025. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Beacon Pointe Advisors held 8,401 shares of Upstart Holdings worth $215K as of Q1 2026.
  • Beacon Pointe Advisors sold 300 Upstart Holdings shares in Q1 2026, an estimated $10.6K.
  • Upstart Holdings made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1696 holding.
  • Beacon Pointe Advisors first reported a position in Upstart Holdings in Q4 2025 and has held it in 2 quarters since.
  • Beacon Pointe Advisors's Upstart Holdings position peaked at $380K in Q4 2025.
  • 338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.