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PFG Investments’s Upstart Holdings UPST Stock Holding History

PFG Investments’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 		$528K Buy
14,900
+2,000
+16% +$61.6K 0.02% 639
2026
Q1 		$331K Hold
12,900
– – 0.02% 797
2025
Q4 		$564K Buy
12,900
+5,100
+65% +$235K 0.03% 528
2025
Q3 		$396K Buy
+7,800
New +$549K 0.02% 650

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

PFG Investments's UPST Position: Q2 2026 in Review

PFG Investments increased its Upstart Holdings (UPST) stake by 16% in Q2 2026, buying an estimated $61.6K and bringing the position to 14,900 shares worth $528K. The position accounts for 0.02% of the portfolio, ranked #639.

PFG Investments first reported a position in UPST in Q3 2025 and has held it in 4 quarters since. The position peaked at $564K in Q4 2025. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • PFG Investments held 14,900 shares of Upstart Holdings worth $528K as of Q2 2026.
  • PFG Investments bought 2,000 Upstart Holdings shares in Q2 2026, an estimated $61.6K.
  • Upstart Holdings made up 0.02% of PFG Investments's portfolio in Q2 2026, its #639 holding.
  • PFG Investments first reported a position in Upstart Holdings in Q3 2025 and has held it in 4 quarters since.
  • PFG Investments's Upstart Holdings position peaked at $564K in Q4 2025.
  • 367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.