Summit Securities Group
UPST icon

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% 273
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

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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return

Summit Securities Group's UPST Position: Q3 2026 in Review

Summit Securities Group sold out of Upstart Holdings (UPST) in Q3 2026, closing a stake of 743 shares — an estimated $26.3K sold.

Summit Securities Group first reported a position in UPST in Q2 2021 and held it in 5 quarters. The position peaked at $2.69M in Q3 2021. 178 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

  • Summit Securities Group reported no remaining Upstart Holdings position as of Q3 2026 after selling out during the quarter.
  • Summit Securities Group sold 743 Upstart Holdings shares in Q3 2026, an estimated $26.3K.
  • Summit Securities Group first reported a position in Upstart Holdings in Q2 2021 and held it in 5 quarters.
  • Summit Securities Group's Upstart Holdings position peaked at $2.69M in Q3 2021.
  • 178 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.