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Sunbelt Securities’s Upstart Holdings UPST Stock Holding History

Sunbelt Securities’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
Q1 		– Sell
-10
Closed -$437 – 3083
2025
Q4 		$437 Sell
10
-52
-84% -$2.39K ﹤0.01% 2262
2025
Q3 		$3.15K Buy
62
+2
+3% +$141 ﹤0.01% 1740
2025
Q2 		$3.69K Hold
60
– – ﹤0.01% 1508
2025
Q1 		$2.76K Hold
60
– – ﹤0.01% 1526
2024
Q4 		$3.8K Buy
+60
New +$3.74K ﹤0.01% 1502
2024
Q1 		– Sell
-31
Closed -$1.27K – 1797
2023
Q4 		$1.27K Hold
31
– – ﹤0.01% 1516
2023
Q3 		$885 Hold
31
– – ﹤0.01% 1609
2023
Q2 		$1.11K Hold
31
– – ﹤0.01% 1508
2023
Q1 		$440 Buy
+31
New +$522 ﹤0.01% 1557

Other funds holding UPST

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $761B AUM 31.28% 1-Year Est. Return
CS
Clear Street New York $17.8B AUM 56.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $452M AUM 49.85% 1-Year Est. Return