Financial Freedom LLC
UPST icon

Financial Freedom LLC’s Upstart Holdings UPST Stock Holding History

Financial Freedom LLC’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 		$1.15K Buy
+50
New +$1.43K ﹤0.01% 325
2026
Q2 		– Sell
-50
Closed -$1.28K – 369
2026
Q1 		$1.28K Hold
50
– – ﹤0.01% 405
2025
Q4 		$2.19K Hold
50
– – ﹤0.01% 316
2025
Q3 		$2.54K Hold
50
– – ﹤0.01% 330
2025
Q2 		$3.23K Hold
50
– – ﹤0.01% 320
2025
Q1 		$2.3K Hold
50
– – ﹤0.01% 336
2024
Q4 		$3.08K Hold
50
– – ﹤0.01% 328
2024
Q3 		$2K Hold
50
– – ﹤0.01% 333
2024
Q2 		$1.18K Hold
50
– – ﹤0.01% 351
2024
Q1 		$1.34K Hold
50
– – ﹤0.01% 341
2023
Q4 		$2.04K Hold
50
– – ﹤0.01% 331
2023
Q3 		$1.43K Hold
50
– – ﹤0.01% 345
2023
Q2 		$1.79K Hold
50
– – ﹤0.01% 358
2023
Q1 		$795 Hold
50
– – ﹤0.01% 375
2022
Q4 		$661 Buy
+50
New +$966 ﹤0.01% 385

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UBS Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return

Financial Freedom LLC's UPST Position: Q3 2026 in Review

Financial Freedom LLC opened a new position in Upstart Holdings (UPST) in Q3 2026: 50 shares worth $1.15K. The stake represents ﹤0.01% of the portfolio and ranks #325 among its holdings. This is a return to the name: Financial Freedom LLC previously reported a position in UPST as recently as Q1 2026.

Financial Freedom LLC first reported a position in UPST in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.23K in Q2 2025. 182 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

  • Financial Freedom LLC held 50 shares of Upstart Holdings worth $1.15K as of Q3 2026.
  • Upstart Holdings was a new Financial Freedom LLC position in Q3 2026.
  • Upstart Holdings made up ﹤0.01% of Financial Freedom LLC's portfolio in Q3 2026, its #325 holding.
  • Financial Freedom LLC first reported a position in Upstart Holdings in Q4 2022 and has held it in 15 quarters since.
  • Financial Freedom LLC's Upstart Holdings position peaked at $3.23K in Q2 2025.
  • 182 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Financial Freedom LLC's 13F filing for Q3 2026, filed 6 Nov 2026.