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SouthState Corp’s Upstart Holdings UPST Stock Holding History

SouthState Corp’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 		$709 Buy
+20
New +$616 ﹤0.01% 1169
2025
Q3 		– Sell
-80
Closed -$5.17K – 1610
2025
Q2 		$5.17K Sell
80
-100
-56% -$4.9K ﹤0.01% 906
2025
Q1 		$8.29K Buy
+180
New +$11.2K ﹤0.01% 871

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 $3.37T AUM 44.26% 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

SouthState Corp's UPST Position: Q2 2026 in Review

SouthState Corp opened a new position in Upstart Holdings (UPST) in Q2 2026: 20 shares worth $709. The stake represents ﹤0.01% of the portfolio and ranks #1169 among its holdings. This is a return to the name: SouthState Corp previously reported a position in UPST as recently as Q2 2025.

SouthState Corp first reported a position in UPST in Q1 2025 and has held it in 3 quarters since. The position peaked at $8.29K in Q1 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • SouthState Corp held 20 shares of Upstart Holdings worth $709 as of Q2 2026.
  • Upstart Holdings was a new SouthState Corp position in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of SouthState Corp's portfolio in Q2 2026, its #1169 holding.
  • SouthState Corp first reported a position in Upstart Holdings in Q1 2025 and has held it in 3 quarters since.
  • SouthState Corp's Upstart Holdings position peaked at $8.29K in Q1 2025.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.