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
2023 Q3	–	Sell	-200,000	Closed	-$7.16M	–	1034
2023 Q2	$7.16M	Hold	200,000	–	–	0.93%	19
2023 Q1	$3.18M	Buy	+200,000	New	+$3.36M	0.26%	53
2022 Q3	–	Sell	-6,400	Closed	-$202K	–	1175
2022 Q2	$202K	Buy	+6,400	New	+$381K	0.03%	302
2022 Q1	–	Sell	-2,500	Closed	-$378K	–	1373
2021 Q4	$378K	Buy	2,500 +2,455	+5,456%	+$613K	0.02%	436
2021 Q3	$1.42M	Sell	45 -70	-61%	-$13.8K	0.11%	202
2021 Q2	$1.44M	Buy	+115	New	+$14.2K	0.12%	187

Other funds holding UPST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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. 369 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.
369 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.