IFS
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Integrated Financial Solutions’s Upstart Holdings UPST Stock Holding History

Integrated Financial Solutions’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 		– Sell
-14,510
Closed -$372K – 39
2026
Q1 		$372K Sell
14,510
-1,000
-6% -$35.2K 0.26% 27
2025
Q4 		$678K Buy
15,510
+1,425
+10% +$65.6K 0.41% 24
2025
Q3 		$716K Sell
14,085
-550
-4% -$38.7K 0.49% 22
2025
Q2 		$347K Buy
+14,635
New +$718K 0.29% 23

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

Integrated Financial Solutions's UPST Position: Q2 2026 in Review

Integrated Financial Solutions sold out of Upstart Holdings (UPST) in Q2 2026, closing a stake of 14,510 shares — an estimated $372K sold.

Integrated Financial Solutions first reported a position in UPST in Q2 2025 and held it in 4 quarters. The position peaked at $716K in Q3 2025. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Integrated Financial Solutions reported no remaining Upstart Holdings position as of Q2 2026 after selling out during the quarter.
  • Integrated Financial Solutions sold 14,510 Upstart Holdings shares in Q2 2026, an estimated $372K.
  • Integrated Financial Solutions first reported a position in Upstart Holdings in Q2 2025 and held it in 4 quarters.
  • Integrated Financial Solutions's Upstart Holdings position peaked at $716K in Q3 2025.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Integrated Financial Solutions's 13F filing for Q2 2026, filed 16 Jul 2026.