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
2025
Q1 		– Sell
-500
Closed -$8.75K – 4964
2024
Q4 		$8.75K Buy
+500
New +$31.2K ﹤0.01% 4779

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 $3.38T AUM 44.17% 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

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.