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
Q3 		$3M Sell
130,666
-3,174
-2% -$90.9K ﹤0.01% 3200
2026
Q2 		$4.74M Buy
133,840
+40,820
+44% +$1.26M ﹤0.01% 2772
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Halter Ferguson Financial
Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Raymond James Financial's UPST Position: Q3 2026 in Review

Raymond James Financial reduced its Upstart Holdings (UPST) stake by 2.4% in Q3 2026, selling an estimated $90.9K and leaving 130,666 shares worth $3M. The position accounts for ﹤0.01% of the portfolio, ranked #3200.

Raymond James Financial first reported a position in UPST in Q4 2024 and has held it in 8 quarters since. The position peaked at $9.07M in Q2 2025. 260 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

  • Raymond James Financial held 130,666 shares of Upstart Holdings worth $3M as of Q3 2026.
  • Raymond James Financial sold 3,174 Upstart Holdings shares in Q3 2026, an estimated $90.9K.
  • Upstart Holdings made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #3200 holding.
  • Raymond James Financial first reported a position in Upstart Holdings in Q4 2024 and has held it in 8 quarters since.
  • Raymond James Financial's Upstart Holdings position peaked at $9.07M in Q2 2025.
  • 260 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.