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Independent Financial Group’s Upstart Holdings UPST Stock Holding History

Independent Financial Group’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 		$358K Sell
10,103
-906
-8% -$27.9K 0.01% 1142
2026
Q1 		$282K Sell
11,009
-80
-0.7% -$2.81K 0.01% 1191
2025
Q4 		$485K Buy
11,089
+1,981
+22% +$91.2K 0.01% 915
2025
Q3 		$463K Buy
9,108
+5,540
+155% +$390K 0.01% 893
2025
Q2 		$231K Buy
+3,568
New +$175K 0.01% 1158
2024
Q3 		– Sell
-9,440
Closed -$223K – 1199
2024
Q2 		$223K Buy
+9,440
New +$228K 0.01% 972
2024
Q1 		– Sell
-6,160
Closed -$252K – 1060
2023
Q4 		$252K Buy
+6,160
New +$188K 0.01% 800
2023
Q3 		– Sell
-9,845
Closed -$353K – 957
2023
Q2 		$353K Buy
+9,845
New +$226K 0.02% 582
2022
Q4 		– Sell
-10,854
Closed -$226K – 819
2022
Q3 		$226K Buy
10,854
+4,085
+60% +$110K 0.02% 625
2022
Q2 		$214K Buy
6,769
+4,440
+191% +$264K 0.02% 621
2022
Q1 		$254K Buy
2,329
+170
+8% +$19.6K 0.02% 661
2021
Q4 		$327K Sell
2,159
-4,007
-65% -$1M 0.03% 560
2021
Q3 		$1.95M Buy
+6,166
New +$1.22M 0.2% 110

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 $3.37T AUM 44.26% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

Independent Financial Group's UPST Position: Q2 2026 in Review

Independent Financial Group reduced its Upstart Holdings (UPST) stake by 8.2% in Q2 2026, selling an estimated $27.9K and leaving 10,103 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #1142.

Independent Financial Group first reported a position in UPST in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.95M in Q3 2021. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Independent Financial Group held 10,103 shares of Upstart Holdings worth $358K as of Q2 2026.
  • Independent Financial Group sold 906 Upstart Holdings shares in Q2 2026, an estimated $27.9K.
  • Upstart Holdings made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1142 holding.
  • Independent Financial Group first reported a position in Upstart Holdings in Q3 2021 and has held it in 13 quarters since.
  • Independent Financial Group's Upstart Holdings position peaked at $1.95M in Q3 2021.
  • 367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.