KBFS
UPST icon

Kohmann Bosshard Financial Services’s Upstart Holdings UPST Stock Holding History

Kohmann Bosshard Financial 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
-34
Closed -$1.49K – 588
2025
Q4 		$1.49K Buy
+34
New +$1.57K ﹤0.01% 982

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.25% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

Kohmann Bosshard Financial Services's UPST Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 34 shares — an estimated $1.49K sold.

Kohmann Bosshard Financial Services first reported a position in UPST in Q4 2025 and held it in 1 quarter. The position peaked at $1.49K in Q4 2025. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 34 Upstart Holdings shares in Q1 2026, an estimated $1.49K.
  • Kohmann Bosshard Financial Services first reported a position in Upstart Holdings in Q4 2025 and held it in 1 quarter.
  • Kohmann Bosshard Financial Services's Upstart Holdings position peaked at $1.49K in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.