City State Bank’s Upstart Holdings UPST Stock Holding History

City State Bank’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	$7.09K	Hold	200	–	–	﹤0.01%	594
2026 Q1	$5.13K	Hold	200	–	–	﹤0.01%	605
2025 Q4	$8.75K	Hold	200	–	–	﹤0.01%	546
2025 Q3	$10.2K	Hold	200	–	–	﹤0.01%	518
2025 Q2	$12.9K	Hold	200	–	–	﹤0.01%	491
2025 Q1	$9.21K	Hold	200	–	–	﹤0.01%	512
2024 Q4	$12.3K	Hold	200	–	–	﹤0.01%	484
2024 Q3	$8K	Hold	200	–	–	﹤0.01%	515
2024 Q2	$4.72K	Hold	200	–	–	﹤0.01%	563
2024 Q1	$5K	Hold	200	–	–	﹤0.01%	583
2023 Q4	$8K	Sell	200 -200	-50%	-$6.09K	﹤0.01%	503
2023 Q3	$11K	Hold	400	–	–	0.01%	457
2023 Q2	$14K	Hold	400	–	–	0.01%	433
2023 Q1	$6K	Hold	400	–	–	﹤0.01%	549
2022 Q4	$5K	Sell	400 -9	-2%	-$174	﹤0.01%	540
2022 Q3	$9K	Buy	409 +400	+4,444%	+$10.8K	0.01%	447
2022 Q2	$0	Hold	9	–	–	﹤0.01%	704
2022 Q1	$1K	Hold	9	–	–	﹤0.01%	668
2021 Q4	$1K	Buy	+9	New	+$2.25K	﹤0.01%	661

Other funds holding UPST

BJF

Blue Jean Financial Albany, New York $144M AUM

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

City State Bank's UPST Position: Q2 2026 in Review

City State Bank held its Upstart Holdings (UPST) position steady in Q2 2026 at 200 shares worth $7.09K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

City State Bank first reported a position in UPST in Q4 2021 and has held it in 19 quarters since. The position peaked at $14K in Q2 2023. 106 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

City State Bank held 200 shares of Upstart Holdings worth $7.09K as of Q2 2026.
City State Bank left its Upstart Holdings share count unchanged in Q2 2026.
Upstart Holdings made up ﹤0.01% of City State Bank's portfolio in Q2 2026, its #594 holding.
City State Bank first reported a position in Upstart Holdings in Q4 2021 and has held it in 19 quarters since.
City State Bank's Upstart Holdings position peaked at $14K in Q2 2023.
106 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.