James T. Borello’s Upstart Holdings UPST Stock Holding History

James T. Borello’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	$713	Buy	+31	New	+$888	﹤0.01%	1017

Other funds holding UPST

Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return

MIC

Maxi Investments CY Limassol, Cyprus $545M AUM 21.2% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

James T. Borello's UPST Position: Q3 2026 in Review

James T. Borello opened a new position in Upstart Holdings (UPST) in Q3 2026: 31 shares worth $713. The stake represents ﹤0.01% of the portfolio and ranks #1017 among its holdings.

82 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

James T. Borello held 31 shares of Upstart Holdings worth $713 as of Q3 2026.
Upstart Holdings was a new James T. Borello position in Q3 2026.
Upstart Holdings made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #1017 holding.
82 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.