Kestra Advisory Services’s Upstart Holdings UPST Stock Holding History

Kestra 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 Q3	$673K	Sell	29,284 -7,554	-21%	-$216K	﹤0.01%	2246
2026 Q2	$1.31M	Buy	36,838 +18,075	+96%	+$557K	﹤0.01%	1641
2026 Q1	$481K	Sell	18,763 -9,042	-33%	-$318K	﹤0.01%	2254
2025 Q4	$1.22M	Buy	27,805 +12,462	+81%	+$574K	0.01%	1515
2025 Q3	$779K	Sell	15,343 -5,605	-27%	-$394K	﹤0.01%	1756
2025 Q2	$1.35M	Buy	20,948 +12,714	+154%	+$623K	0.01%	1302
2025 Q1	$379K	Sell	8,234 -953	-10%	-$59.2K	﹤0.01%	2008
2024 Q4	$566K	Buy	9,187 +1,924	+26%	+$120K	﹤0.01%	1798
2024 Q3	$291K	Buy	+7,263	New	+$242K	﹤0.01%	2115
2022 Q4	–	Sell	-14,887	Closed	-$309K	–	2346
2022 Q3	$309K	Buy	14,887 +6,428	+76%	+$173K	﹤0.01%	1582
2022 Q2	$267K	Sell	8,459 -16,362	-66%	-$974K	﹤0.01%	1697
2022 Q1	$2.71M	Buy	24,821 +11,284	+83%	+$1.3M	0.03%	572
2021 Q4	$2.05M	Buy	13,537 +12,684	+1,487%	+$3.17M	0.02%	673
2021 Q3	$270K	Buy	+853	New	+$168K	﹤0.01%	1760

Other funds holding UPST

Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return

MIC

Maxi Investments CY Limassol, Cyprus $545M AUM 21.2% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Kestra Advisory Services's UPST Position: Q3 2026 in Review

Kestra Advisory Services reduced its Upstart Holdings (UPST) stake by 21% in Q3 2026, selling an estimated $216K and leaving 29,284 shares worth $673K. The position accounts for ﹤0.01% of the portfolio, ranked #2246.

Kestra Advisory Services first reported a position in UPST in Q3 2021 and has held it in 14 quarters since. The position peaked at $2.71M in Q1 2022. 105 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

Kestra Advisory Services held 29,284 shares of Upstart Holdings worth $673K as of Q3 2026.
Kestra Advisory Services sold 7,554 Upstart Holdings shares in Q3 2026, an estimated $216K.
Upstart Holdings made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2246 holding.
Kestra Advisory Services first reported a position in Upstart Holdings in Q3 2021 and has held it in 14 quarters since.
Kestra Advisory Services's Upstart Holdings position peaked at $2.71M in Q1 2022.
105 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.