JFS Wealth Advisors’s Upstart Holdings UPST Stock Holding History

JFS Wealth Advisors’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	$36	Hold	1	–	–	﹤0.01%	2235
2026 Q1	$26	Sell	1 -12	-92%	-$422	﹤0.01%	1871
2025 Q4	$569	Hold	13	–	–	﹤0.01%	1783
2025 Q3	$661	Hold	13	–	–	﹤0.01%	1713
2025 Q2	$841	Hold	13	–	–	﹤0.01%	1609
2025 Q1	$599	Hold	13	–	–	﹤0.01%	1748
2024 Q4	$801	Hold	13	–	–	﹤0.01%	1710
2024 Q3	$521	Buy	+13	New	+$432	﹤0.01%	1791
2022 Q4	–	Sell	-300	Closed	-$6K	–	1996
2022 Q3	$6K	Hold	300	–	–	﹤0.01%	947
2022 Q2	$9K	Hold	300	–	–	﹤0.01%	810
2022 Q1	$33K	Buy	300 +100	+50%	+$11.5K	﹤0.01%	507
2021 Q4	$30K	Sell	200 -50	-20%	-$12.5K	﹤0.01%	503
2021 Q3	$79K	Buy	+250	New	+$49.3K	0.01%	353

Other funds holding UPST

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return