TCI Wealth Advisors
UPST icon

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
Q3 		$1.3M Buy
56,565
+3,859
+7% +$111K 0.05% 105
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Halter Ferguson Financial
Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
MIC
Maxi Investments CY Limassol, Cyprus $545M AUM 21.2% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TCI Wealth Advisors's UPST Position: Q3 2026 in Review

TCI Wealth Advisors increased its Upstart Holdings (UPST) stake by 7.3% in Q3 2026, buying an estimated $111K and bringing the position to 56,565 shares worth $1.3M. The position accounts for 0.05% of the portfolio, ranked #105.

TCI Wealth Advisors first reported a position in UPST in Q3 2021 and has held it in 21 quarters since. The position peaked at $5.88M in Q3 2021. 143 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

  • TCI Wealth Advisors held 56,565 shares of Upstart Holdings worth $1.3M as of Q3 2026.
  • TCI Wealth Advisors bought 3,859 Upstart Holdings shares in Q3 2026, an estimated $111K.
  • Upstart Holdings made up 0.05% of TCI Wealth Advisors's portfolio in Q3 2026, its #105 holding.
  • TCI Wealth Advisors first reported a position in Upstart Holdings in Q3 2021 and has held it in 21 quarters since.
  • TCI Wealth Advisors's Upstart Holdings position peaked at $5.88M in Q3 2021.
  • 143 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on TCI Wealth Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.