Cullen/Frost Bankers’s Upstart Holdings UPST Stock Holding History

Cullen/Frost Bankers’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	–	Sell	-37	Closed	-$949	–	1491
2026 Q1	$949	Sell	37 -346	-90%	-$12.2K	﹤0.01%	1309
2025 Q4	$16.7K	Buy	383 +37	+11%	+$1.7K	﹤0.01%	1042
2025 Q3	$17.6K	Sell	346 -30	-8%	-$2.11K	﹤0.01%	971
2025 Q2	$24.3K	Buy	376 +233	+163%	+$11.4K	﹤0.01%	887
2025 Q1	$6.58K	Buy	143 +21	+17%	+$1.3K	﹤0.01%	1007
2024 Q4	$7.51K	Buy	+122	New	+$7.61K	﹤0.01%	928
2024 Q3	–	Sell	-54	Closed	-$1.27K	–	1384
2024 Q2	$1.27K	Buy	+54	New	+$1.3K	﹤0.01%	1166

Other funds holding UPST

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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cullen/Frost Bankers's UPST Position: Q2 2026 in Review

Cullen/Frost Bankers sold out of Upstart Holdings (UPST) in Q2 2026, closing a stake of 37 shares — an estimated $949 sold.

Cullen/Frost Bankers first reported a position in UPST in Q2 2024 and held it in 7 quarters. The position peaked at $24.3K in Q2 2025. 168 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Cullen/Frost Bankers reported no remaining Upstart Holdings position as of Q2 2026 after selling out during the quarter.
Cullen/Frost Bankers sold 37 Upstart Holdings shares in Q2 2026, an estimated $949.
Cullen/Frost Bankers first reported a position in Upstart Holdings in Q2 2024 and held it in 7 quarters.
Cullen/Frost Bankers's Upstart Holdings position peaked at $24.3K in Q2 2025.
168 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Cullen/Frost Bankers's 13F filing for Q2 2026, filed 27 Jul 2026.