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Kerr Financial Planning’s Upstart Holdings UPST Stock Holding History

Kerr Financial Planning’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 		$5.32K Hold
150
– – 0.01% 431
2026
Q1 		$4.93K Hold
150
– – ﹤0.01% 425
2025
Q4 		$5.2K Hold
150
– – 0.01% 416
2025
Q3 		$5.61K Buy
+150
New +$10.6K 0.01% 413

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

Kerr Financial Planning's UPST Position: Q2 2026 in Review

Kerr Financial Planning held its Upstart Holdings (UPST) position steady in Q2 2026 at 150 shares worth $5.32K. The position accounts for 0.01% of the portfolio, ranked #431.

Kerr Financial Planning first reported a position in UPST in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.61K in Q3 2025. 365 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Kerr Financial Planning held 150 shares of Upstart Holdings worth $5.32K as of Q2 2026.
  • Kerr Financial Planning left its Upstart Holdings share count unchanged in Q2 2026.
  • Upstart Holdings made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #431 holding.
  • Kerr Financial Planning first reported a position in Upstart Holdings in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Upstart Holdings position peaked at $5.61K in Q3 2025.
  • 365 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.