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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Raymond James Financial's UPST Position: Q2 2026 in Review

Raymond James Financial increased its Upstart Holdings (UPST) stake by 44% in Q2 2026, buying an estimated $1.26M and bringing the position to 133,840 shares worth $4.74M. The position accounts for ﹤0.01% of the portfolio, ranked #2772.

Raymond James Financial first reported a position in UPST in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.07M in Q2 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Raymond James Financial held 133,840 shares of Upstart Holdings worth $4.74M as of Q2 2026.
Raymond James Financial bought 40,820 Upstart Holdings shares in Q2 2026, an estimated $1.26M.
Upstart Holdings made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2772 holding.
Raymond James Financial first reported a position in Upstart Holdings in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Upstart Holdings position peaked at $9.07M in Q2 2025.
369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.