Perigon Wealth Management’s Upstart Holdings UPST Stock Holding History

Perigon Wealth Management’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	$641K	Buy	27,899 +1,623	+6%	+$46.5K	0.01%	775
2026 Q2	$931K	Buy	+26,276	New	+$810K	0.01%	619
2022 Q4	–	Sell	-24,560	Closed	-$511K	–	722
2022 Q3	$511K	Buy	24,560 +11,200	+84%	+$301K	0.04%	330
2022 Q2	$422K	Buy	13,360 +3,892	+41%	+$232K	0.04%	354
2022 Q1	$1.03M	Buy	+9,468	New	+$1.09M	0.07%	226
2021 Q4	–	Sell	-633	Closed	-$200K	–	602
2021 Q3	$200K	Buy	+633	New	+$125K	0.02%	517

Other funds holding UPST

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

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

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

Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return

Perigon Wealth Management's UPST Position: Q3 2026 in Review

Perigon Wealth Management increased its Upstart Holdings (UPST) stake by 6.2% in Q3 2026, buying an estimated $46.5K and bringing the position to 27,899 shares worth $641K. The position accounts for 0.01% of the portfolio, ranked #775.

Perigon Wealth Management first reported a position in UPST in Q3 2021 and has held it in 6 quarters since. The position peaked at $1.03M in Q1 2022. 48 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

Perigon Wealth Management held 27,899 shares of Upstart Holdings worth $641K as of Q3 2026.
Perigon Wealth Management bought 1,623 Upstart Holdings shares in Q3 2026, an estimated $46.5K.
Upstart Holdings made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #775 holding.
Perigon Wealth Management first reported a position in Upstart Holdings in Q3 2021 and has held it in 6 quarters since.
Perigon Wealth Management's Upstart Holdings position peaked at $1.03M in Q1 2022.
48 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.