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BFC Planning, Inc.’s Upstart Holdings UPST Stock Holding History

BFC Planning, Inc.’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 		$106 Hold
3
– – ﹤0.01% 3349
2026
Q1 		$77 Sell
3
-21
-88% -$739 ﹤0.01% 2974
2025
Q4 		$1.05K Sell
24
-132
-85% -$6.08K ﹤0.01% 2780
2025
Q3 		$7.92K Buy
156
+3
+2% +$211 ﹤0.01% 2019
2025
Q2 		$9.9K Buy
153
+63
+70% +$3.09K ﹤0.01% 1811
2025
Q1 		$4.14K Sell
90
-400
-82% -$24.9K ﹤0.01% 2082
2024
Q4 		$30.2K Buy
+490
New +$30.5K ﹤0.01% 1301

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Clear Street
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Halter Ferguson Financial
Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return

BFC Planning, Inc.'s UPST Position: Q2 2026 in Review

BFC Planning, Inc. held its Upstart Holdings (UPST) position steady in Q2 2026 at 3 shares worth $106. The position accounts for ﹤0.01% of the portfolio, ranked #3349.

BFC Planning, Inc. first reported a position in UPST in Q4 2024 and has held it in 7 quarters since. The position peaked at $30.2K in Q4 2024. 371 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • BFC Planning, Inc. held 3 shares of Upstart Holdings worth $106 as of Q2 2026.
  • BFC Planning, Inc. left its Upstart Holdings share count unchanged in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3349 holding.
  • BFC Planning, Inc. first reported a position in Upstart Holdings in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Upstart Holdings position peaked at $30.2K in Q4 2024.
  • 371 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.