Raymond James Financial
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Raymond James Financial’s Upstart Holdings UPST Stock Holding History

Raymond James 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
Q1 		$2.39M Sell
93,020
-542
-0.6% -$19.1K ﹤0.01% 3218
2025
Q4 		$4.09M Sell
93,562
-28,723
-23% -$1.32M ﹤0.01% 2672
2025
Q3 		$6.21M Sell
122,285
-17,965
-13% -$1.26M ﹤0.01% 2310
2025
Q2 		$9.07M Buy
140,250
+21,572
+18% +$1.06M ﹤0.01% 1945
2025
Q1 		$5.46M Sell
118,678
-3,062
-3% -$190K ﹤0.01% 2267
2024
Q4 		$7.5M Buy
+121,740
New +$7.59M ﹤0.01% 2054

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $871B AUM 31.28% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.25% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

Raymond James Financial's UPST Position: Q1 2026 in Review

Raymond James Financial reduced its Upstart Holdings (UPST) stake by 0.58% in Q1 2026, selling an estimated $19.1K and leaving 93,020 shares worth $2.39M. The position accounts for ﹤0.01% of the portfolio, ranked #3218.

Raymond James Financial first reported a position in UPST in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.07M in Q2 2025. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Raymond James Financial held 93,020 shares of Upstart Holdings worth $2.39M as of Q1 2026.
  • Raymond James Financial sold 542 Upstart Holdings shares in Q1 2026, an estimated $19.1K.
  • Upstart Holdings made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3218 holding.
  • Raymond James Financial first reported a position in Upstart Holdings in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Upstart Holdings position peaked at $9.07M in Q2 2025.
  • 339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.