National Bank of Canada’s Upstart Holdings UPST Stock Holding History

National Bank of Canada’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
2025 Q1	–	Sell	-7,627	Closed	-$47M	–	3167
2024 Q4	$47M	Sell	7,627 -8,006	-51%	-$499K	0.05%	323
2024 Q3	$62.5M	Buy	15,633 +1,210	+8%	+$40.2K	0.07%	251
2024 Q2	$33M	Buy	14,423 +843	+6%	+$20.3K	0.05%	283
2024 Q1	$34.5M	Sell	13,580 -3,435	-20%	-$102K	0.05%	290
2023 Q4	$66M	Sell	17,015 -5,964	-26%	-$182K	0.11%	179
2023 Q3	$63.3M	Buy	22,979 +2,451	+12%	+$98.5K	0.1%	191
2023 Q2	$78.4M	Sell	20,528 -16,724	-45%	-$385K	0.14%	134
2023 Q1	$59.2M	Buy	37,252 +10,813	+41%	+$182K	0.15%	132
2022 Q4	$35M	Buy	26,439 +20,599	+353%	+$398K	0.09%	194
2022 Q3	$12.1M	Buy	5,840 +2,448	+72%	+$65.8K	0.07%	321
2022 Q2	$10.7M	Buy	+3,392	New	+$202K	0.05%	372

Other funds holding UPST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HFF

Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

National Bank of Canada's UPST Position: Q2 2026 in Review

National Bank of Canada increased its Upstart Holdings (UPST) stake by 13% in Q2 2026, buying an estimated $2.46K and bringing the position to 681 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2199.

National Bank of Canada first reported a position in UPST in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.36M in Q4 2024. 180 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

National Bank of Canada held 681 shares of Upstart Holdings worth $24.1K as of Q2 2026.
National Bank of Canada bought 80 Upstart Holdings shares in Q2 2026, an estimated $2.46K.
Upstart Holdings made up ﹤0.01% of National Bank of Canada's portfolio in Q2 2026, its #2199 holding.
National Bank of Canada first reported a position in Upstart Holdings in Q4 2021 and has held it in 19 quarters since.
National Bank of Canada's Upstart Holdings position peaked at $8.36M in Q4 2024.
180 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on National Bank of Canada's 13F filing for Q2 2026, filed 10 Aug 2026.