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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
2021
Q4 		– Sell
-2,000
Closed -$633K – 2529
2021
Q3 		$633K Buy
+2,000
New +$394K 0.1% 93

Other funds holding UPST

BJF
Blue Jean Financial Albany, New York $144M AUM
BS
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
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
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.