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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
2025
Q4 		– Sell
-56
Closed -$4.76K – 349
2025
Q3 		$4.76K Sell
56
-41,044
-100% -$2.89M ﹤0.01% 252
2025
Q2 		$2.66M Sell
41,100
-7,700
-16% -$378K 0.26% 122
2025
Q1 		$2.19M Buy
+48,800
New +$3.03M 0.24% 128

Other funds holding UPST

BJF
Blue Jean Financial Albany, New York $144M AUM
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Royal Fund Management's UPST Position: Q2 2026 in Review

Royal Fund Management reduced its Upstart Holdings (UPST) stake by 8.2% in Q2 2026, selling an estimated $40.1K and leaving 14,540 shares worth $515K. The position accounts for 0.04% of the portfolio, ranked #219.

Royal Fund Management first reported a position in UPST in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.2M in Q2 2025. 101 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Royal Fund Management held 14,540 shares of Upstart Holdings worth $515K as of Q2 2026.
  • Royal Fund Management sold 1,300 Upstart Holdings shares in Q2 2026, an estimated $40.1K.
  • Upstart Holdings made up 0.04% of Royal Fund Management's portfolio in Q2 2026, its #219 holding.
  • Royal Fund Management first reported a position in Upstart Holdings in Q1 2025 and has held it in 6 quarters since.
  • Royal Fund Management's Upstart Holdings position peaked at $4.2M in Q2 2025.
  • 101 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.