Royal Fund Management’s Upstart Holdings UPST Stock Holding History

Royal Fund Management’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	$279K	Sell	12,140 -2,400	-17%	-$68.7K	0.02%	246
2026 Q2	$515K	Sell	14,540 -1,300	-8%	-$40.1K	0.04%	219
2026 Q1	$406K	Sell	15,840 -900	-5%	-$31.7K	0.04%	222
2025 Q4	$732K	Sell	16,740 -8,843	-35%	-$407K	0.07%	199
2025 Q3	$1.3M	Sell	25,583 -39,343	-61%	-$2.77M	0.15%	143
2025 Q2	$4.2M	Sell	64,926 -414	-0.6%	-$20.3K	0.42%	82
2025 Q1	$3.01M	Buy	+65,340	New	+$4.06M	0.33%	99

Other funds holding UPST

Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return

MIC

Maxi Investments CY Limassol, Cyprus $545M AUM 21.2% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return

Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Royal Fund Management's UPST Position: Q3 2026 in Review

Royal Fund Management reduced its Upstart Holdings (UPST) stake by 17% in Q3 2026, selling an estimated $68.7K and leaving 12,140 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #246.

Royal Fund Management first reported a position in UPST in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.2M in Q2 2025. 73 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

Royal Fund Management held 12,140 shares of Upstart Holdings worth $279K as of Q3 2026.
Royal Fund Management sold 2,400 Upstart Holdings shares in Q3 2026, an estimated $68.7K.
Upstart Holdings made up 0.02% of Royal Fund Management's portfolio in Q3 2026, its #246 holding.
Royal Fund Management first reported a position in Upstart Holdings in Q1 2025 and has held it in 7 quarters since.
Royal Fund Management's Upstart Holdings position peaked at $4.2M in Q2 2025.
73 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Royal Fund Management's 13F filing for Q3 2026, filed 22 Oct 2026.