Missouri Trust & Investment Company’s Upstart Holdings UPST Stock Holding History

Missouri Trust & Investment Company’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	$564	Hold	22	–	–	﹤0.01%	394
2025 Q4	$962	Hold	22	–	–	﹤0.01%	381
2025 Q3	$1.12K	Hold	22	–	–	﹤0.01%	388
2025 Q2	$1.42K	Hold	22	–	–	﹤0.01%	399
2025 Q1	$1.01K	Hold	22	–	–	﹤0.01%	393
2024 Q4	$1.35K	Hold	22	–	–	﹤0.01%	407
2024 Q3	$880	Hold	22	–	–	﹤0.01%	369
2024 Q2	$519	Hold	22	–	–	﹤0.01%	383
2024 Q1	$592	Hold	22	–	–	﹤0.01%	389
2023 Q4	$899	Hold	22	–	–	﹤0.01%	395
2023 Q3	$628	Hold	22	–	–	﹤0.01%	402
2023 Q2	$788	Hold	22	–	–	﹤0.01%	436
2023 Q1	$350	Hold	22	–	–	﹤0.01%	351
2022 Q4	$1K	Hold	22	–	–	﹤0.01%	338
2022 Q3	$1K	Hold	22	–	–	﹤0.01%	349
2022 Q2	$1K	Hold	22	–	–	﹤0.01%	360
2022 Q1	$2K	Hold	22	–	–	﹤0.01%	326
2021 Q4	$3K	Buy	+22	New	+$5.5K	﹤0.01%	355

Other funds holding UPST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Missouri Trust & Investment Company's UPST Position: Q1 2026 in Review

Missouri Trust & Investment Company held its Upstart Holdings (UPST) position steady in Q1 2026 at 22 shares worth $564. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Missouri Trust & Investment Company first reported a position in UPST in Q4 2021 and has held it in 18 quarters since. The position peaked at $3K in Q4 2021. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

Missouri Trust & Investment Company held 22 shares of Upstart Holdings worth $564 as of Q1 2026.
Missouri Trust & Investment Company left its Upstart Holdings share count unchanged in Q1 2026.
Upstart Holdings made up ﹤0.01% of Missouri Trust & Investment Company's portfolio in Q1 2026, its #394 holding.
Missouri Trust & Investment Company first reported a position in Upstart Holdings in Q4 2021 and has held it in 18 quarters since.
Missouri Trust & Investment Company's Upstart Holdings position peaked at $3K in Q4 2021.
339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q1 2026, filed 14 May 2026.