Truist Financial
UPST icon

Truist Financial’s Upstart Holdings UPST Stock Holding History

Truist Financial’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 		$245K Buy
+6,905
New +$213K ﹤0.01% 2654
2026
Q1 		– Sell
-10,719
Closed -$469K – 2914
2025
Q4 		$469K Sell
10,719
-1,379
-11% -$63.5K ﹤0.01% 2074
2025
Q3 		$615K Sell
12,098
-1,334
-10% -$93.8K ﹤0.01% 1906
2025
Q2 		$869K Sell
13,432
-6,330
-32% -$310K ﹤0.01% 1660
2025
Q1 		$910K Sell
19,762
-7,351
-27% -$457K ﹤0.01% 1565
2024
Q4 		$1.67M Buy
27,113
+4,567
+20% +$285K ﹤0.01% 1316
2024
Q3 		$902K Buy
22,546
+13,361
+145% +$444K ﹤0.01% 1583
2024
Q2 		$217K Sell
9,185
-674
-7% -$16.3K ﹤0.01% 2460
2024
Q1 		$265K Sell
9,859
-2,179
-18% -$64.4K ﹤0.01% 2349
2023
Q4 		$492K Sell
12,038
-5,658
-32% -$172K ﹤0.01% 1977
2023
Q3 		$505K Buy
17,696
+9,099
+106% +$366K ﹤0.01% 1923
2023
Q2 		$308K Buy
+8,597
New +$198K ﹤0.01% 2230
2022
Q3 		– Sell
-8,036
Closed -$253K – 2677
2022
Q2 		$253K Buy
8,036
+4,934
+159% +$294K ﹤0.01% 2321
2022
Q1 		$339K Buy
+3,102
New +$357K ﹤0.01% 2238
2021
Q4 		– Sell
-3,137
Closed -$992K – 2855
2021
Q3 		$992K Sell
3,137
-37,617
-92% -$7.42M ﹤0.01% 1613
2021
Q2 		$5.09M Sell
40,754
-1,083
-3% -$133K 0.01% 875
2021
Q1 		$5.39M Buy
41,837
+24,715
+144% +$1.9M 0.01% 819
2020
Q4 		$698K Buy
+17,122
New +$703K ﹤0.01% 1683

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

Truist Financial's UPST Position: Q2 2026 in Review

Truist Financial opened a new position in Upstart Holdings (UPST) in Q2 2026: 6,905 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #2654 among its holdings. This is a return to the name: Truist Financial previously reported a position in UPST as recently as Q4 2025.

Truist Financial first reported a position in UPST in Q4 2020 and has held it in 18 quarters since. The position peaked at $5.39M in Q1 2021. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Truist Financial held 6,905 shares of Upstart Holdings worth $245K as of Q2 2026.
  • Upstart Holdings was a new Truist Financial position in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2654 holding.
  • Truist Financial first reported a position in Upstart Holdings in Q4 2020 and has held it in 18 quarters since.
  • Truist Financial's Upstart Holdings position peaked at $5.39M in Q1 2021.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.