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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JFS Wealth Advisors's UPST Position: Q2 2026 in Review

JFS Wealth Advisors held its Upstart Holdings (UPST) position steady in Q2 2026 at 1 share worth $36. The position accounts for ﹤0.01% of the portfolio, ranked #2235.

JFS Wealth Advisors first reported a position in UPST in Q3 2021 and has held it in 13 quarters since. The position peaked at $79K in Q3 2021. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

JFS Wealth Advisors held 1 share of Upstart Holdings worth $36 as of Q2 2026.
JFS Wealth Advisors left its Upstart Holdings share count unchanged in Q2 2026.
Upstart Holdings made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2235 holding.
JFS Wealth Advisors first reported a position in Upstart Holdings in Q3 2021 and has held it in 13 quarters since.
JFS Wealth Advisors's Upstart Holdings position peaked at $79K in Q3 2021.
368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.