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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
2022
Q3 		– Sell
-7,700
Closed -$243K – 1174
2022
Q2 		$243K Buy
+7,700
New +$459K 0.03% 272
2021
Q4 		– Sell
-10
Closed -$316K – 960
2021
Q3 		$316K Sell
10
-57
-85% -$11.2K 0.02% 518
2021
Q2 		$837K Buy
+67
New +$8.25K 0.07% 286

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 56.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 Securities Group's UPST Position: Q4 2025 in Review

Summit Securities Group sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 101 shares — an estimated $5.13K sold.

Summit Securities Group first reported a position in UPST in Q2 2021 and held it in 4 quarters. The position peaked at $2.69M in Q3 2021. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

  • Summit Securities Group reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
  • Summit Securities Group sold 101 Upstart Holdings shares in Q4 2025, an estimated $5.13K.
  • Summit Securities Group first reported a position in Upstart Holdings in Q2 2021 and held it in 4 quarters.
  • Summit Securities Group's Upstart Holdings position peaked at $2.69M in Q3 2021.
  • 393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.