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
Q3 		$99K Buy
4,307
+881
+26% +$25.2K ﹤0.01% 2868
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

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Farther Finance Advisors's UPST Position: Q3 2026 in Review

Farther Finance Advisors increased its Upstart Holdings (UPST) stake by 26% in Q3 2026, buying an estimated $25.2K and bringing the position to 4,307 shares worth $99K. The position accounts for ﹤0.01% of the portfolio, ranked #2868.

Farther Finance Advisors first reported a position in UPST in Q4 2022 and has held it in 16 quarters since. The position peaked at $121K in Q2 2026. 11 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

  • Farther Finance Advisors held 4,307 shares of Upstart Holdings worth $99K as of Q3 2026.
  • Farther Finance Advisors bought 881 Upstart Holdings shares in Q3 2026, an estimated $25.2K.
  • Upstart Holdings made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2868 holding.
  • Farther Finance Advisors first reported a position in Upstart Holdings in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Upstart Holdings position peaked at $121K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.