Keeler & Nadler Financial Planning & Wealth Management’s Upstart Holdings UPST Stock Holding History

Keeler & Nadler Financial Planning & Wealth Management’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	$213K	Buy	+6,007	New	+$185K	0.06%	83
2026 Q1	–	Sell	-6,007	Closed	-$263K	–	86
2025 Q4	$263K	Hold	6,007	–	–	0.09%	69
2025 Q3	$305K	Hold	6,007	–	–	0.11%	61
2025 Q2	$389K	Hold	6,007	–	–	0.16%	51
2025 Q1	$284K	Hold	6,007	–	–	0.13%	55
2024 Q4	$370K	Sell	6,007 -1,000	-14%	-$62.3K	0.17%	51
2024 Q3	$280K	Buy	+7,007	New	+$233K	0.14%	57
2024 Q1	–	Sell	-7,147	Closed	-$292K	–	66
2023 Q4	$292K	Buy	+7,147	New	+$218K	0.21%	45

Other funds holding UPST

HFF

Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

BJF

Blue Jean Financial Albany, New York $144M AUM

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's UPST Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management opened a new position in Upstart Holdings (UPST) in Q2 2026: 6,007 shares worth $213K. The stake represents 0.06% of the portfolio and ranks #83 among its holdings. This is a return to the name: Keeler & Nadler Financial Planning & Wealth Management previously reported a position in UPST as recently as Q4 2025.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in UPST in Q4 2023 and has held it in 8 quarters since. The position peaked at $389K in Q2 2025. 149 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Keeler & Nadler Financial Planning & Wealth Management held 6,007 shares of Upstart Holdings worth $213K as of Q2 2026.
Upstart Holdings was a new Keeler & Nadler Financial Planning & Wealth Management position in Q2 2026.
Upstart Holdings made up 0.06% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #83 holding.
Keeler & Nadler Financial Planning & Wealth Management first reported a position in Upstart Holdings in Q4 2023 and has held it in 8 quarters since.
Keeler & Nadler Financial Planning & Wealth Management's Upstart Holdings position peaked at $389K in Q2 2025.
149 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.