FFA
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Farther Finance Advisors’s Upstart Holdings UPST Stock Holding History

Farther Finance 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
Q2 		$121K Sell
3,426
-147
-4% -$4.53K ﹤0.01% 2572
2026
Q1 		$90.6K Buy
3,573
+1,846
+107% +$64.9K ﹤0.01% 2580
2025
Q4 		$75.5K Sell
1,727
-317
-16% -$14.6K ﹤0.01% 2528
2025
Q3 		$104K Buy
2,044
+1,290
+171% +$90.8K ﹤0.01% 2024
2025
Q2 		$48.8K Sell
754
-89
-11% -$4.36K ﹤0.01% 2147
2025
Q1 		$38.8K Sell
843
-39
-4% -$2.42K ﹤0.01% 2024
2024
Q4 		$54.3K Buy
882
+172
+24% +$10.7K ﹤0.01% 1619
2024
Q3 		$28.4K Buy
710
+21
+3% +$698 ﹤0.01% 1922
2024
Q2 		$15.8K Sell
689
-608
-47% -$14.7K ﹤0.01% 1876
2024
Q1 		$34.3K Buy
1,297
+172
+15% +$5.09K ﹤0.01% 1316
2023
Q4 		$46K Buy
1,125
+669
+147% +$20.4K ﹤0.01% 1064
2023
Q3 		$13K Buy
456
+90
+25% +$3.62K ﹤0.01% 1213
2023
Q2 		$13.1K Buy
366
+225
+160% +$5.18K ﹤0.01% 1113
2023
Q1 		$2.24K Sell
141
-13
-8% -$219 ﹤0.01% 1599
2022
Q4 		$2.04K Buy
+154
New +$2.98K ﹤0.01% 1442

Other funds holding UPST

FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PSC
Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Farther Finance Advisors's UPST Position: Q2 2026 in Review

Farther Finance Advisors reduced its Upstart Holdings (UPST) stake by 4.1% in Q2 2026, selling an estimated $4.53K and leaving 3,426 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #2572.

Farther Finance Advisors first reported a position in UPST in Q4 2022 and has held it in 15 quarters since. 33 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Farther Finance Advisors held 3,426 shares of Upstart Holdings worth $121K as of Q2 2026.
  • Farther Finance Advisors sold 147 Upstart Holdings shares in Q2 2026, an estimated $4.53K.
  • Upstart Holdings made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2572 holding.
  • Farther Finance Advisors first reported a position in Upstart Holdings in Q4 2022 and has held it in 15 quarters since.
  • 33 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.