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 Q3	–	Sell	-11	Closed	-$390	–	988
2026 Q2	$390	Hold	11	–	–	﹤0.01%	1029
2026 Q1	$282	Buy	+11	New	+$387	﹤0.01%	1023

Other funds holding UPST

Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

MIC

Maxi Investments CY Limassol, Cyprus $545M AUM 21.2% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

NBT Bank's UPST Position: Q3 2026 in Review

NBT Bank sold out of Upstart Holdings (UPST) in Q3 2026, closing a stake of 11 shares — an estimated $390 sold.

NBT Bank first reported a position in UPST in Q1 2026 and held it in 2 quarters. The position peaked at $390 in Q2 2026. 115 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

NBT Bank reported no remaining Upstart Holdings position as of Q3 2026 after selling out during the quarter.
NBT Bank sold 11 Upstart Holdings shares in Q3 2026, an estimated $390.
NBT Bank first reported a position in Upstart Holdings in Q1 2026 and held it in 2 quarters.
NBT Bank's Upstart Holdings position peaked at $390 in Q2 2026.
115 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on NBT Bank's 13F filing for Q3 2026, filed 21 Oct 2026.