Jones Financial Companies
UPST icon

Jones Financial Companies’s Upstart Holdings UPST Stock Holding History

Jones Financial Companies’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 		$1.38M Buy
40,997
+2,721
+7% +$83.8K ﹤0.01% 1730
2026
Q1 		$948K Buy
38,276
+24,267
+173% +$854K ﹤0.01% 1745
2025
Q4 		$613K Buy
14,009
+3,044
+28% +$140K ﹤0.01% 1426
2025
Q3 		$629K Buy
10,965
+2,168
+25% +$153K ﹤0.01% 1302
2025
Q2 		$558K Buy
8,797
+2,047
+30% +$100K ﹤0.01% 1237
2025
Q1 		$319K Buy
6,750
+1,239
+22% +$77K ﹤0.01% 1312
2024
Q4 		$339K Buy
5,511
+167
+3% +$10.4K ﹤0.01% 1144
2024
Q3 		$218K Buy
5,344
+1,287
+32% +$42.8K ﹤0.01% 1102
2024
Q2 		$95.7K Buy
+4,057
New +$97.9K ﹤0.01% 1066

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
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

Jones Financial Companies's UPST Position: Q2 2026 in Review

Jones Financial Companies increased its Upstart Holdings (UPST) stake by 7.1% in Q2 2026, buying an estimated $83.8K and bringing the position to 40,997 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1730.

Jones Financial Companies first reported a position in UPST in Q2 2024 and has held it in 9 quarters since. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Jones Financial Companies held 40,997 shares of Upstart Holdings worth $1.38M as of Q2 2026.
  • Jones Financial Companies bought 2,721 Upstart Holdings shares in Q2 2026, an estimated $83.8K.
  • Upstart Holdings made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1730 holding.
  • Jones Financial Companies first reported a position in Upstart Holdings in Q2 2024 and has held it in 9 quarters since.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.