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JNBA Financial Advisors’s Upstart Holdings UPST Stock Holding History

JNBA Financial 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 		$851 Buy
24
+14
+140% +$431 ﹤0.01% 777
2026
Q1 		$257 Hold
10
– – ﹤0.01% 807
2025
Q4 		$438 Hold
10
– – ﹤0.01% 779
2025
Q3 		$508 Hold
10
– – ﹤0.01% 636
2025
Q2 		$647 Hold
10
– – ﹤0.01% 632
2025
Q1 		$461 Hold
10
– – ﹤0.01% 633
2024
Q4 		$616 Buy
+10
New +$623 ﹤0.01% 631

Other funds holding UPST

HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
BJF
Blue Jean Financial Albany, New York $144M AUM
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

JNBA Financial Advisors's UPST Position: Q2 2026 in Review

JNBA Financial Advisors increased its Upstart Holdings (UPST) stake by 140% in Q2 2026, buying an estimated $431 and bringing the position to 24 shares worth $851. The position accounts for ﹤0.01% of the portfolio, ranked #777.

JNBA Financial Advisors first reported a position in UPST in Q4 2024 and has held it in 7 quarters since. 129 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • JNBA Financial Advisors held 24 shares of Upstart Holdings worth $851 as of Q2 2026.
  • JNBA Financial Advisors bought 14 Upstart Holdings shares in Q2 2026, an estimated $431.
  • Upstart Holdings made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #777 holding.
  • JNBA Financial Advisors first reported a position in Upstart Holdings in Q4 2024 and has held it in 7 quarters since.
  • 129 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.