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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 – 1795
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 $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Sunbelt Securities's UPST Position: Q1 2026 in Review

Sunbelt Securities sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 10 shares — an estimated $437 sold.

Sunbelt Securities first reported a position in UPST in Q1 2023 and held it in 9 quarters. The position peaked at $3.8K in Q4 2024. 340 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Sunbelt Securities reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
  • Sunbelt Securities sold 10 Upstart Holdings shares in Q1 2026, an estimated $437.
  • Sunbelt Securities first reported a position in Upstart Holdings in Q1 2023 and held it in 9 quarters.
  • Sunbelt Securities's Upstart Holdings position peaked at $3.8K in Q4 2024.
  • 340 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.