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Summit Securities Group’s Upstart Holdings UPST Stock Holding History

Summit Securities Group’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 		$26.3K Buy
+743
New +$22.9K ﹤0.01% 673
2025
Q4 		– Sell
-101
Closed -$5.13K – 1265
2025
Q3 		$5.13K Buy
+101
New +$7.11K ﹤0.01% 922
2022
Q1 		– Sell
-2,000
Closed -$303K – 1372
2021
Q4 		$303K Sell
2,000
-6,500
-76% -$1.62M 0.01% 494
2021
Q3 		$2.69M Sell
8,500
-10,300
-55% -$2.03M 0.21% 116
2021
Q2 		$2.35M Buy
+18,800
New +$2.31M 0.19% 114

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

Summit Securities Group's UPST Position: Q2 2026 in Review

Summit Securities Group opened a new position in Upstart Holdings (UPST) in Q2 2026: 743 shares worth $26.3K. The stake represents ﹤0.01% of the portfolio and ranks #673 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in UPST as recently as Q3 2025.

Summit Securities Group first reported a position in UPST in Q2 2021 and has held it in 5 quarters since. The position peaked at $2.69M in Q3 2021. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Summit Securities Group held 743 shares of Upstart Holdings worth $26.3K as of Q2 2026.
  • Upstart Holdings was a new Summit Securities Group position in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #673 holding.
  • Summit Securities Group first reported a position in Upstart Holdings in Q2 2021 and has held it in 5 quarters since.
  • Summit Securities Group's Upstart Holdings position peaked at $2.69M in Q3 2021.
  • 367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.