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Larson Financial Group’s Upstart Holdings UPST Stock Holding History

Larson Financial Group’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 		$19K Sell
535
-583
-52% -$18K ﹤0.01% 2040
2026
Q1 		$28.7K Sell
1,118
-10,583
-90% -$372K ﹤0.01% 1652
2025
Q4 		$512K Buy
11,701
+6,659
+132% +$307K 0.02% 452
2025
Q3 		$256K Buy
5,042
+4,688
+1,324% +$330K 0.01% 630
2025
Q2 		$22.9K Buy
354
+108
+44% +$5.3K ﹤0.01% 1423
2025
Q1 		$11.3K Buy
246
+49
+25% +$3.05K ﹤0.01% 1587
2024
Q4 		$12.1K Buy
197
+31
+19% +$1.93K ﹤0.01% 1417
2024
Q3 		$6.64K Sell
166
-89
-35% -$2.96K ﹤0.01% 1612
2024
Q2 		$6.01K Hold
255
– – ﹤0.01% 1400
2024
Q1 		$6.86K Buy
255
+100
+65% +$2.96K ﹤0.01% 1131
2023
Q4 		$6.33K Sell
155
-719
-82% -$21.9K ﹤0.01% 1121
2023
Q3 		$24.9K Buy
874
+64
+8% +$2.57K ﹤0.01% 762
2023
Q2 		$29K Buy
810
+104
+15% +$2.39K ﹤0.01% 653
2023
Q1 		$11.2K Sell
706
-361
-34% -$6.07K ﹤0.01% 897
2022
Q4 		$14.1K Buy
+1,067
New +$20.6K ﹤0.01% 771
2022
Q3 		– Sell
-187
Closed -$6K – 1401
2022
Q2 		$6K Hold
187
– – ﹤0.01% 848
2022
Q1 		$20K Buy
+187
New +$21.5K ﹤0.01% 530

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

Larson Financial Group's UPST Position: Q2 2026 in Review

Larson Financial Group reduced its Upstart Holdings (UPST) stake by 52% in Q2 2026, selling an estimated $18K and leaving 535 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #2040.

Larson Financial Group first reported a position in UPST in Q1 2022 and has held it in 17 quarters since. The position peaked at $512K in Q4 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Larson Financial Group held 535 shares of Upstart Holdings worth $19K as of Q2 2026.
  • Larson Financial Group sold 583 Upstart Holdings shares in Q2 2026, an estimated $18K.
  • Upstart Holdings made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2040 holding.
  • Larson Financial Group first reported a position in Upstart Holdings in Q1 2022 and has held it in 17 quarters since.
  • Larson Financial Group's Upstart Holdings position peaked at $512K in Q4 2025.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.