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Transamerica Financial Advisors’s Upstart Holdings UPST Stock Holding History

Transamerica Financial 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 		$70 Hold
2
– – ﹤0.01% 2076
2026
Q1 		$51 Sell
2
-5
-71% -$176 ﹤0.01% 1886
2025
Q4 		$306 Buy
7
+5
+250% +$230 ﹤0.01% 1457
2025
Q3 		$102 Buy
+2
New +$141 ﹤0.01% 1518

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

Transamerica Financial Advisors's UPST Position: Q2 2026 in Review

Transamerica Financial Advisors held its Upstart Holdings (UPST) position steady in Q2 2026 at 2 shares worth $70. The position accounts for ﹤0.01% of the portfolio, ranked #2076.

Transamerica Financial Advisors first reported a position in UPST in Q3 2025 and has held it in 4 quarters since. The position peaked at $306 in Q4 2025. 366 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Transamerica Financial Advisors held 2 shares of Upstart Holdings worth $70 as of Q2 2026.
  • Transamerica Financial Advisors left its Upstart Holdings share count unchanged in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #2076 holding.
  • Transamerica Financial Advisors first reported a position in Upstart Holdings in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's Upstart Holdings position peaked at $306 in Q4 2025.
  • 366 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.