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Synergy Financial Group’s Upstart Holdings UPST Stock Holding History

Synergy Financial 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
2026
Q1 		– Sell
-6,233
Closed -$273K – 135
2025
Q4 		$273K Buy
6,233
+47
+0.8% +$2.16K 0.19% 94
2025
Q3 		$314K Sell
6,186
-95
-2% -$6.68K 0.21% 80
2025
Q2 		$406K Buy
6,281
+488
+8% +$23.9K 0.3% 61
2025
Q1 		$267K Hold
5,793
– – 0.24% 86
2024
Q4 		$357K Sell
5,793
-651
-10% -$40.6K 0.3% 64
2024
Q3 		$258K Buy
+6,444
New +$214K 0.24% 80
2024
Q1 		– Sell
-6,588
Closed -$269K – 89
2023
Q4 		$269K Buy
+6,588
New +$201K 0.33% 65
2023
Q3 		– Sell
-6,446
Closed -$231K – 84
2023
Q2 		$231K Buy
+6,446
New +$148K 0.31% 72
2022
Q4 		– Sell
-16,834
Closed -$350K – 88
2022
Q3 		$350K Buy
16,834
+1,632
+11% +$43.9K 0.52% 53
2022
Q2 		$481K Buy
15,202
+2,113
+16% +$126K 0.75% 45
2022
Q1 		$1.43M Buy
13,089
+3,283
+33% +$378K 1.5% 19
2021
Q4 		$1.48M Buy
+9,806
New +$2.45M 1.33% 19

Other funds holding UPST

BlackRock
BlackRock New York $5.72T 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 $100B 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 $871B AUM 31.28% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return

Synergy Financial Group's UPST Position: Q1 2026 in Review

Synergy Financial Group sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 6,233 shares — an estimated $273K sold.

Synergy Financial Group first reported a position in UPST in Q4 2021 and held it in 12 quarters. The position peaked at $1.48M in Q4 2021. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Synergy Financial Group reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
  • Synergy Financial Group sold 6,233 Upstart Holdings shares in Q1 2026, an estimated $273K.
  • Synergy Financial Group first reported a position in Upstart Holdings in Q4 2021 and held it in 12 quarters.
  • Synergy Financial Group's Upstart Holdings position peaked at $1.48M in Q4 2021.
  • 338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.