PFS
UPST icon

Prospera Financial Services’s Upstart Holdings UPST Stock Holding History

Prospera Financial Services’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 		$557K Sell
15,718
-260
-2% -$8.01K 0.01% 994
2026
Q1 		$410K Buy
15,978
+8,098
+103% +$285K 0.01% 1082
2025
Q4 		$345K Sell
7,880
-1,074
-12% -$49.5K 0.01% 1087
2025
Q3 		$455K Sell
8,954
-449
-5% -$31.6K 0.01% 973
2025
Q2 		$608K Buy
+9,403
New +$461K 0.01% 839
2024
Q4 		– Sell
-15,213
Closed -$609K – 1186
2024
Q3 		$609K Sell
15,213
-2,934
-16% -$97.6K 0.02% 653
2024
Q2 		$428K Sell
18,147
-3,697
-17% -$89.2K 0.01% 766
2024
Q1 		$587K Sell
21,844
-4,819
-18% -$143K 0.02% 656
2023
Q4 		$1.09M Sell
26,663
-394
-1% -$12K 0.04% 444
2023
Q3 		$772K Sell
27,057
-7,652
-22% -$308K 0.03% 490
2023
Q2 		$1.24M Buy
34,709
+5,061
+17% +$116K 0.05% 363
2023
Q1 		$471K Buy
+29,648
New +$499K 0.02% 634
2022
Q4 		– Sell
-11,351
Closed -$236K – 956
2022
Q3 		$236K Sell
11,351
-2,716
-19% -$73K 0.01% 730
2022
Q2 		$445K Buy
14,067
+3,202
+29% +$191K 0.02% 550
2022
Q1 		$1.19M Buy
10,865
+3,993
+58% +$460K 0.05% 391
2021
Q4 		$1.04M Buy
6,872
+5,360
+354% +$1.34M 0.05% 402
2021
Q3 		$478K Buy
+1,512
New +$298K 0.02% 548

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

Prospera Financial Services's UPST Position: Q2 2026 in Review

Prospera Financial Services reduced its Upstart Holdings (UPST) stake by 1.6% in Q2 2026, selling an estimated $8.01K and leaving 15,718 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #994.

Prospera Financial Services first reported a position in UPST in Q3 2021 and has held it in 17 quarters since. The position peaked at $1.24M in Q2 2023. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Prospera Financial Services held 15,718 shares of Upstart Holdings worth $557K as of Q2 2026.
  • Prospera Financial Services sold 260 Upstart Holdings shares in Q2 2026, an estimated $8.01K.
  • Upstart Holdings made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #994 holding.
  • Prospera Financial Services first reported a position in Upstart Holdings in Q3 2021 and has held it in 17 quarters since.
  • Prospera Financial Services's Upstart Holdings position peaked at $1.24M in Q2 2023.
  • 367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.