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Keating Financial Advisory Services’s Upstart Holdings UPST Stock Holding History

Keating Financial Advisory Services’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
Q1 		– Sell
-6
Closed -$262 – 2664
2025
Q4 		$262 Buy
+6
New +$276 ﹤0.01% 2038

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CS
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HFF
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Keating Financial Advisory Services's UPST Position: Q1 2026 in Review

Keating Financial Advisory Services sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 6 shares — an estimated $262 sold.

Keating Financial Advisory Services first reported a position in UPST in Q4 2025 and held it in 1 quarter. The position peaked at $262 in Q4 2025. 340 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Keating Financial Advisory Services reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
  • Keating Financial Advisory Services sold 6 Upstart Holdings shares in Q1 2026, an estimated $262.
  • Keating Financial Advisory Services first reported a position in Upstart Holdings in Q4 2025 and held it in 1 quarter.
  • Keating Financial Advisory Services's Upstart Holdings position peaked at $262 in Q4 2025.
  • 340 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.