Salem Investment Counselors
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Salem Investment Counselors’s Upstart Holdings UPST Stock Holding History

Salem Investment Counselors’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 		– Sell
-6
Closed -$213 – 1104
2026
Q2 		$213 Hold
6
– – ﹤0.01% 1215
2026
Q1 		$154 Buy
+6
New +$211 ﹤0.01% 1213
2022
Q3 		– Sell
-700
Closed -$22K – 1127
2022
Q2 		$22K Sell
700
-755
-52% -$45K ﹤0.01% 651
2022
Q1 		$159K Buy
1,455
+405
+39% +$46.7K 0.01% 364
2021
Q4 		$159K Buy
1,050
+350
+50% +$87.4K 0.01% 396
2021
Q3 		$0 Buy
+700
New +$138K ﹤0.01% 1023

Other funds holding UPST

PSC
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Salem Investment Counselors's UPST Position: Q3 2026 in Review

Salem Investment Counselors sold out of Upstart Holdings (UPST) in Q3 2026, closing a stake of 6 shares — an estimated $213 sold.

Salem Investment Counselors first reported a position in UPST in Q3 2021 and held it in 6 quarters. The position peaked at $159K in Q1 2022. 27 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

  • Salem Investment Counselors reported no remaining Upstart Holdings position as of Q3 2026 after selling out during the quarter.
  • Salem Investment Counselors sold 6 Upstart Holdings shares in Q3 2026, an estimated $213.
  • Salem Investment Counselors first reported a position in Upstart Holdings in Q3 2021 and held it in 6 quarters.
  • Salem Investment Counselors's Upstart Holdings position peaked at $159K in Q1 2022.
  • 27 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Salem Investment Counselors's 13F filing for Q3 2026, filed 13 Oct 2026.