Merit Financial Group’s Upstart Holdings UPST Stock Holding History

Merit 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	$279K	Buy	+7,871	New	+$243K	﹤0.01%	1855
2026 Q1	–	Sell	-4,993	Closed	-$218K	–	2199
2025 Q4	$218K	Buy	4,993 +547	+12%	+$25.2K	﹤0.01%	1770
2025 Q3	$226K	Buy	4,446 +87	+2%	+$6.12K	﹤0.01%	1599
2025 Q2	$282K	Sell	4,359 -904	-17%	-$44.3K	﹤0.01%	1369
2025 Q1	$242K	Buy	5,263 +867	+20%	+$53.9K	﹤0.01%	1210
2024 Q4	$271K	Buy	+4,396	New	+$274K	﹤0.01%	968

Other funds holding UPST

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

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

PSC

Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Merit Financial Group opened a new position in Upstart Holdings (UPST) in Q2 2026: 7,871 shares worth $279K. The stake represents ﹤0.01% of the portfolio and ranks #1855 among its holdings. This is a return to the name: Merit Financial Group previously reported a position in UPST as recently as Q4 2025.

Merit Financial Group first reported a position in UPST in Q4 2024 and has held it in 6 quarters since. The position peaked at $282K in Q2 2025. 33 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Merit Financial Group held 7,871 shares of Upstart Holdings worth $279K as of Q2 2026.
Upstart Holdings was a new Merit Financial Group position in Q2 2026.
Upstart Holdings made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1855 holding.
Merit Financial Group first reported a position in Upstart Holdings in Q4 2024 and has held it in 6 quarters since.
Merit Financial Group's Upstart Holdings position peaked at $282K in Q2 2025.
33 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.