NFSG
UPST icon

Newbridge Financial Services Group’s Upstart Holdings UPST Stock Holding History

Newbridge Financial Services 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 		$188K Sell
5,315
-2,770
-34% -$85.4K 0.02% 254
2026
Q1 		$207K Sell
8,085
-1,333
-14% -$46.9K 0.03% 214
2025
Q4 		$412K Sell
9,418
-2,131
-18% -$98.1K 0.06% 159
2025
Q3 		$587K Buy
11,549
+1,485
+15% +$104K 0.09% 170
2025
Q2 		$651K Buy
10,064
+1,445
+17% +$70.9K 0.11% 149
2025
Q1 		$397K Sell
8,619
-43
-0.5% -$2.67K 0.1% 136
2024
Q4 		$533K Buy
8,662
+143
+2% +$8.91K 0.14% 114
2024
Q3 		$341K Sell
8,519
-1,070
-11% -$35.6K 0.12% 114
2024
Q2 		$226K Buy
9,589
+900
+10% +$21.7K 0.08% 170
2024
Q1 		$234K Buy
8,689
+3,938
+83% +$116K 0.1% 166
2023
Q4 		$194K Sell
4,751
-109
-2% -$3.32K 0.09% 191
2023
Q3 		$139K Sell
4,860
-3,175
-40% -$128K 0.07% 239
2023
Q2 		$288K Sell
8,035
-1,458
-15% -$33.5K 0.14% 151
2023
Q1 		$151K Sell
9,493
-253
-3% -$4.26K 0.08% 239
2022
Q4 		$129K Sell
9,746
-2,805
-22% -$54.2K 0.07% 257
2022
Q3 		$261K Buy
12,551
+7,528
+150% +$202K 0.15% 149
2022
Q2 		$159K Buy
5,023
+900
+22% +$53.6K 0.1% 194
2022
Q1 		$450K Buy
4,123
+1,680
+69% +$194K 0.22% 97
2021
Q4 		$370K Buy
2,443
+2,275
+1,354% +$568K 0.17% 120
2021
Q3 		$53K Buy
+168
New +$33.1K 0.03% 401

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

Newbridge Financial Services Group's UPST Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its Upstart Holdings (UPST) stake by 34% in Q2 2026, selling an estimated $85.4K and leaving 5,315 shares worth $188K. The position accounts for 0.02% of the portfolio, ranked #254.

Newbridge Financial Services Group first reported a position in UPST in Q3 2021 and has held it in 20 quarters since. The position peaked at $651K in Q2 2025. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Newbridge Financial Services Group held 5,315 shares of Upstart Holdings worth $188K as of Q2 2026.
  • Newbridge Financial Services Group sold 2,770 Upstart Holdings shares in Q2 2026, an estimated $85.4K.
  • Upstart Holdings made up 0.02% of Newbridge Financial Services Group's portfolio in Q2 2026, its #254 holding.
  • Newbridge Financial Services Group first reported a position in Upstart Holdings in Q3 2021 and has held it in 20 quarters since.
  • Newbridge Financial Services Group's Upstart Holdings position peaked at $651K in Q2 2025.
  • 367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.