DF
UPST icon

Dunhill Financial’s Upstart Holdings UPST Stock Holding History

Dunhill Financial’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 		$47 Sell
1
-1
-50% -$35 ﹤0.01% 1626
2025
Q4 		$80 Buy
+2
New +$92 ﹤0.01% 1472

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

Dunhill Financial's UPST Position: Q1 2026 in Review

Dunhill Financial reduced its Upstart Holdings (UPST) stake by 50% in Q1 2026, selling an estimated $35 and leaving 1 share worth $47. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

Dunhill Financial first reported a position in UPST in Q4 2025 and has held it in 2 quarters since. The position peaked at $80 in Q4 2025. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Dunhill Financial held 1 share of Upstart Holdings worth $47 as of Q1 2026.
  • Dunhill Financial sold 1 Upstart Holdings share in Q1 2026, an estimated $35.
  • Upstart Holdings made up ﹤0.01% of Dunhill Financial's portfolio in Q1 2026, its #1626 holding.
  • Dunhill Financial first reported a position in Upstart Holdings in Q4 2025 and has held it in 2 quarters since.
  • Dunhill Financial's Upstart Holdings position peaked at $80 in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.