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Private Trust Company’s Upstart Holdings UPST Stock Holding History

Private Trust Company’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
2025
Q4 		– Sell
-144
Closed -$7.32K – 2674
2025
Q3 		$7.32K Sell
144
-22
-13% -$1.55K ﹤0.01% 2021
2025
Q2 		$10.7K Buy
166
+26
+19% +$1.27K ﹤0.01% 1789
2025
Q1 		$6.44K Buy
140
+11
+9% +$684 ﹤0.01% 1948
2024
Q4 		$7.94K Buy
+129
New +$8.04K ﹤0.01% 1830

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Private Trust Company's UPST Position: Q4 2025 in Review

Private Trust Company sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 144 shares — an estimated $7.32K sold.

Private Trust Company first reported a position in UPST in Q4 2024 and held it in 4 quarters. The position peaked at $10.7K in Q2 2025. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

  • Private Trust Company reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
  • Private Trust Company sold 144 Upstart Holdings shares in Q4 2025, an estimated $7.32K.
  • Private Trust Company first reported a position in Upstart Holdings in Q4 2024 and held it in 4 quarters.
  • Private Trust Company's Upstart Holdings position peaked at $10.7K in Q2 2025.
  • 393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on Private Trust Company's 13F filing for Q4 2025, filed 26 Jan 2026.