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TS Financial Group (TSFG)’s Upstart Holdings UPST Stock Holding History

TS Financial Group (TSFG)’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
2025
Q4 		– Sell
-300
Closed -$15K – 892
2025
Q3 		$15K Buy
+300
New +$21.1K ﹤0.01% 526
2024
Q3 		– Sell
-35
Closed -$1K – 846
2024
Q2 		$1K Hold
35
– – ﹤0.01% 747
2024
Q1 		$1K Sell
35
-181
-84% -$5.35K ﹤0.01% 742
2023
Q4 		$9K Sell
216
-33
-13% -$1K ﹤0.01% 537
2023
Q3 		$7K Sell
249
-120
-33% -$4.82K ﹤0.01% 603
2023
Q2 		$13K Sell
369
-138
-27% -$3.17K ﹤0.01% 494
2023
Q1 		$8K Sell
507
-34
-6% -$572 ﹤0.01% 575
2022
Q4 		$7K Buy
541
+90
+20% +$1.74K ﹤0.01% 595
2022
Q3 		$9K Sell
451
-560
-55% -$15.1K ﹤0.01% 541
2022
Q2 		$32K Sell
1,011
-56
-5% -$3.33K 0.01% 339
2022
Q1 		$116K Buy
1,067
+866
+431% +$99.8K 0.04% 180
2021
Q4 		$30K Hold
201
– – 0.01% 368
2021
Q3 		$64K Buy
+201
New +$39.6K 0.03% 285

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TS Financial Group (TSFG)'s UPST Position: Q4 2025 in Review

TS Financial Group (TSFG) sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 300 shares — an estimated $15K sold.

TS Financial Group (TSFG) first reported a position in UPST in Q3 2021 and held it in 13 quarters. The position peaked at $116K in Q1 2022. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

  • TS Financial Group (TSFG) reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 300 Upstart Holdings shares in Q4 2025, an estimated $15K.
  • TS Financial Group (TSFG) first reported a position in Upstart Holdings in Q3 2021 and held it in 13 quarters.
  • TS Financial Group (TSFG)'s Upstart Holdings position peaked at $116K in Q1 2022.
  • 393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on TS Financial Group (TSFG)'s 13F filing for Q4 2025, filed 4 Feb 2026.