Parkside Financial Bank & Trust’s Upstart Holdings UPST Stock Holding History

Parkside Financial Bank & Trust’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	$1.77K	Hold	50	–	–	﹤0.01%	2223
2026 Q1	$1.28K	Buy	50 +6	+14%	+$211	﹤0.01%	2263
2025 Q4	$1.93K	Buy	44 +2	+5%	+$92	﹤0.01%	2109
2025 Q3	$2.13K	Hold	42	–	–	﹤0.01%	1997
2025 Q2	$2.72K	Buy	42 +2	+5%	+$98	﹤0.01%	1894
2025 Q1	$1.84K	Buy	+40	New	+$2.49K	﹤0.01%	1915
2024 Q4	–	Sell	-7	Closed	-$281	–	2196
2024 Q3	$281	Hold	7	–	–	﹤0.01%	1938
2024 Q2	$166	Sell	7 -50	-88%	-$1.21K	﹤0.01%	1972
2024 Q1	$1.53K	Sell	57 -7	-11%	-$207	﹤0.01%	1553
2023 Q4	$2.62K	Buy	64 +50	+357%	+$1.52K	﹤0.01%	1451
2023 Q3	$400	Hold	14	–	–	﹤0.01%	1939
2023 Q2	$502	Hold	14	–	–	﹤0.01%	1893
2023 Q1	$223	Hold	14	–	–	﹤0.01%	1948
2022 Q4	$185	Sell	14 -86	-86%	-$1.66K	﹤0.01%	1964
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	1600
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	1497
2022 Q1	$11K	Hold	100	–	–	﹤0.01%	1001
2021 Q4	$15K	Sell	100 -20	-17%	-$5K	﹤0.01%	906
2021 Q3	$38K	Buy	+120	New	+$23.7K	0.01%	579

Other funds holding UPST

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Parkside Financial Bank & Trust's UPST Position: Q2 2026 in Review

Parkside Financial Bank & Trust held its Upstart Holdings (UPST) position steady in Q2 2026 at 50 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #2223.

Parkside Financial Bank & Trust first reported a position in UPST in Q3 2021 and has held it in 19 quarters since. The position peaked at $38K in Q3 2021. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Parkside Financial Bank & Trust held 50 shares of Upstart Holdings worth $1.77K as of Q2 2026.
Parkside Financial Bank & Trust left its Upstart Holdings share count unchanged in Q2 2026.
Upstart Holdings made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #2223 holding.
Parkside Financial Bank & Trust first reported a position in Upstart Holdings in Q3 2021 and has held it in 19 quarters since.
Parkside Financial Bank & Trust's Upstart Holdings position peaked at $38K in Q3 2021.
369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.