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UPST icon

NBT Bank’s Upstart Holdings UPST Stock Holding History

NBT Bank’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 		$390 Hold
11
– – ﹤0.01% 1029
2026
Q1 		$282 Buy
+11
New +$387 ﹤0.01% 1023

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

NBT Bank's UPST Position: Q2 2026 in Review

NBT Bank held its Upstart Holdings (UPST) position steady in Q2 2026 at 11 shares worth $390. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

NBT Bank first reported a position in UPST in Q1 2026 and has held it in 2 quarters since. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • NBT Bank held 11 shares of Upstart Holdings worth $390 as of Q2 2026.
  • NBT Bank left its Upstart Holdings share count unchanged in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of NBT Bank's portfolio in Q2 2026, its #1029 holding.
  • NBT Bank first reported a position in Upstart Holdings in Q1 2026 and has held it in 2 quarters since.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.