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
Q3 		– Sell
-6,905
Closed -$245K – 3007
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Halter Ferguson Financial
Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 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
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Truist Financial's UPST Position: Q3 2026 in Review

Truist Financial sold out of Upstart Holdings (UPST) in Q3 2026, closing a stake of 6,905 shares — an estimated $245K sold.

Truist Financial first reported a position in UPST in Q4 2020 and held it in 18 quarters. The position peaked at $5.39M in Q1 2021. 209 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

  • Truist Financial reported no remaining Upstart Holdings position as of Q3 2026 after selling out during the quarter.
  • Truist Financial sold 6,905 Upstart Holdings shares in Q3 2026, an estimated $245K.
  • Truist Financial first reported a position in Upstart Holdings in Q4 2020 and held it in 18 quarters.
  • Truist Financial's Upstart Holdings position peaked at $5.39M in Q1 2021.
  • 209 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.