SFG
UPST icon

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
Q2 		$226K Buy
+6,374
New +$196K 0.16% 110
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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
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

Synergy Financial Group's UPST Position: Q2 2026 in Review

Synergy Financial Group opened a new position in Upstart Holdings (UPST) in Q2 2026: 6,374 shares worth $226K. The stake represents 0.16% of the portfolio and ranks #110 among its holdings. This is a return to the name: Synergy Financial Group previously reported a position in UPST as recently as Q4 2025.

Synergy Financial Group first reported a position in UPST in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.48M in Q4 2021. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Synergy Financial Group held 6,374 shares of Upstart Holdings worth $226K as of Q2 2026.
  • Upstart Holdings was a new Synergy Financial Group position in Q2 2026.
  • Upstart Holdings made up 0.16% of Synergy Financial Group's portfolio in Q2 2026, its #110 holding.
  • Synergy Financial Group first reported a position in Upstart Holdings in Q4 2021 and has held it in 13 quarters since.
  • Synergy Financial Group's Upstart Holdings position peaked at $1.48M in Q4 2021.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.