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 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

BJF

Blue Jean Financial Albany, New York $144M AUM

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

RWC

Rare Wolf Capital Bellevue, Washington $156M AUM

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Kestra Advisory Services's UPST Position: Q2 2026 in Review

Kestra Advisory Services increased its Upstart Holdings (UPST) stake by 96% in Q2 2026, buying an estimated $557K and bringing the position to 36,838 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1641.

Kestra Advisory Services first reported a position in UPST in Q3 2021 and has held it in 13 quarters since. The position peaked at $2.71M in Q1 2022. 83 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Kestra Advisory Services held 36,838 shares of Upstart Holdings worth $1.31M as of Q2 2026.
Kestra Advisory Services bought 18,075 Upstart Holdings shares in Q2 2026, an estimated $557K.
Upstart Holdings made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1641 holding.
Kestra Advisory Services first reported a position in Upstart Holdings in Q3 2021 and has held it in 13 quarters since.
Kestra Advisory Services's Upstart Holdings position peaked at $2.71M in Q1 2022.
83 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.