Janney Montgomery Scott
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Janney Montgomery Scott’s Upstart Holdings UPST Stock Holding History

Janney Montgomery Scott’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
2025
Q3 		$560K Buy
2025
Q2 		$603K Sell
2025
Q1 		$673K Sell
2024
Q4 		$907K Buy
2024
Q3 		$588K Sell
2024
Q2 		$348K Buy
2022
Q1 		– Sell
2021
Q4 		$1.03M Buy
2021
Q3 		$805K Sell
2021
Q2 		$813K Buy