SFS
UPST icon

Summit Financial Strategies’s Upstart Holdings UPST Stock Holding History

Summit Financial Strategies’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
-4,210
Closed -$214K – 174
2025
Q3 		$214K Hold
4,210
– – 0.02% 142
2025
Q2 		$272K Buy
+4,210
New +$206K 0.03% 124
2025
Q1 		– Sell
-4,561
Closed -$281K – 157
2024
Q4 		$281K Sell
4,561
-5,838
-56% -$364K 0.03% 113
2024
Q3 		$416K Buy
10,399
+1,223
+13% +$40.7K 0.05% 92
2024
Q2 		$216K Buy
9,176
+1,260
+16% +$30.4K 0.03% 132
2024
Q1 		$213K Buy
7,916
+1,136
+17% +$33.6K 0.03% 136
2023
Q4 		$277K Buy
+6,780
New +$206K 0.04% 116

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Summit Financial Strategies's UPST Position: Q4 2025 in Review

Summit Financial Strategies sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 4,210 shares — an estimated $214K sold.

Summit Financial Strategies first reported a position in UPST in Q4 2023 and held it in 7 quarters. The position peaked at $416K in Q3 2024. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

  • Summit Financial Strategies reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
  • Summit Financial Strategies sold 4,210 Upstart Holdings shares in Q4 2025, an estimated $214K.
  • Summit Financial Strategies first reported a position in Upstart Holdings in Q4 2023 and held it in 7 quarters.
  • Summit Financial Strategies's Upstart Holdings position peaked at $416K in Q3 2024.
  • 393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on Summit Financial Strategies's 13F filing for Q4 2025, filed 27 Jan 2026.