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Phoenix Financial’s Upstart Holdings UPST Stock Holding History

Phoenix Financial’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 		$446K Buy
12,612
+300
+2% +$9.24K ﹤0.01% 359
2026
Q1 		$316K Buy
12,312
+3,830
+45% +$135K ﹤0.01% 374
2025
Q4 		$371K Buy
8,482
+730
+9% +$33.6K ﹤0.01% 341
2025
Q3 		$394K Buy
+7,752
New +$545K ﹤0.01% 326

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 $3.38T AUM 44.17% 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

Phoenix Financial's UPST Position: Q2 2026 in Review

Phoenix Financial increased its Upstart Holdings (UPST) stake by 2.4% in Q2 2026, buying an estimated $9.24K and bringing the position to 12,612 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Phoenix Financial first reported a position in UPST in Q3 2025 and has held it in 4 quarters since. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Phoenix Financial held 12,612 shares of Upstart Holdings worth $446K as of Q2 2026.
  • Phoenix Financial bought 300 Upstart Holdings shares in Q2 2026, an estimated $9.24K.
  • Upstart Holdings made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #359 holding.
  • Phoenix Financial first reported a position in Upstart Holdings in Q3 2025 and has held it in 4 quarters since.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.