TCI Wealth Advisors’s Upstart Holdings UPST Stock Holding History

TCI Wealth Advisors’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	$1.87M	Buy	52,706 +4,317	+9%	+$133K	0.08%	76
2026 Q1	$1.24M	Buy	48,389 +4,000	+9%	+$141K	0.07%	87
2025 Q4	$1.94M	Buy	44,389 +11,064	+33%	+$509K	0.11%	71
2025 Q3	$1.69M	Hold	33,325	–	–	0.1%	75
2025 Q2	$2.16M	Sell	33,325 -4,265	-11%	-$209K	0.15%	62
2025 Q1	$1.73M	Buy	37,590 +6,395	+21%	+$398K	0.14%	60
2024 Q4	$1.92M	Sell	31,195 -13,561	-30%	-$845K	0.16%	53
2024 Q3	$1.79M	Buy	44,756 +2,732	+7%	+$90.9K	0.15%	54
2024 Q2	$991K	Buy	42,024 +2,053	+5%	+$49.5K	0.09%	78
2024 Q1	$1.07M	Buy	39,971 +6,088	+18%	+$180K	0.11%	73
2023 Q4	$1.38M	Buy	33,883 +3,091	+10%	+$94.1K	0.15%	57
2023 Q3	$879K	Buy	30,792 +5,049	+20%	+$203K	0.11%	76
2023 Q2	$922K	Sell	25,743 -6,626	-20%	-$152K	0.12%	78
2023 Q1	$514K	Buy	32,369 +3,187	+11%	+$53.6K	0.07%	106
2022 Q4	$386K	Buy	29,182 +258	+0.9%	+$4.99K	0.05%	119
2022 Q3	$601K	Buy	28,924 +49	+0.2%	+$1.32K	0.1%	84
2022 Q2	$913K	Buy	28,875 +9,609	+50%	+$572K	0.14%	64
2022 Q1	$2.1M	Buy	19,266 +467	+2%	+$53.8K	0.31%	39
2021 Q4	$2.84M	Buy	18,799 +202	+1%	+$50.5K	0.42%	28
2021 Q3	$5.88M	Buy	+18,597	New	+$3.67M	0.9%	15

Other funds holding UPST

BJF

Blue Jean Financial Albany, New York $144M AUM

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

TCI Wealth Advisors's UPST Position: Q2 2026 in Review

TCI Wealth Advisors increased its Upstart Holdings (UPST) stake by 8.9% in Q2 2026, buying an estimated $133K and bringing the position to 52,706 shares worth $1.87M. The position accounts for 0.08% of the portfolio, ranked #76.

TCI Wealth Advisors first reported a position in UPST in Q3 2021 and has held it in 20 quarters since. The position peaked at $5.88M in Q3 2021. 106 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

TCI Wealth Advisors held 52,706 shares of Upstart Holdings worth $1.87M as of Q2 2026.
TCI Wealth Advisors bought 4,317 Upstart Holdings shares in Q2 2026, an estimated $133K.
Upstart Holdings made up 0.08% of TCI Wealth Advisors's portfolio in Q2 2026, its #76 holding.
TCI Wealth Advisors first reported a position in Upstart Holdings in Q3 2021 and has held it in 20 quarters since.
TCI Wealth Advisors's Upstart Holdings position peaked at $5.88M in Q3 2021.
106 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.