Vontobel Holding
UPST icon

Vontobel Holding’s Upstart Holdings UPST Stock Holding History

Vontobel Holding’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 		$324K Sell
9,140
-15,795
-63% -$487K ﹤0.01% 1211
2026
Q1 		$640K Buy
24,935
+3,680
+17% +$129K ﹤0.01% 763
2025
Q4 		$929K Buy
21,255
+10,265
+93% +$473K ﹤0.01% 776
2025
Q3 		$558K Buy
10,990
+5,728
+109% +$403K ﹤0.01% 910
2025
Q2 		$340K Sell
5,262
-507
-9% -$24.9K ﹤0.01% 1011
2025
Q1 		$266K Buy
5,769
+1,969
+52% +$122K ﹤0.01% 928
2024
Q4 		$234K Buy
+3,800
New +$237K ﹤0.01% 966
2023
Q3 		– Sell
-6,600
Closed -$236K – 1134
2023
Q2 		$236K Buy
+6,600
New +$152K ﹤0.01% 971
2022
Q3 		– Sell
-17,264
Closed -$556K – 1106
2022
Q2 		$556K Buy
17,264
+7,722
+81% +$460K 0.01% 692
2022
Q1 		$1.09M Sell
9,542
-7,150
-43% -$824K 0.01% 594
2021
Q4 		$2.6M Buy
16,692
+502
+3% +$125K 0.02% 392
2021
Q3 		$5.12M Buy
16,190
+8,906
+122% +$1.76M 0.05% 262
2021
Q2 		$910K Buy
+7,284
New +$896K 0.01% 610

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Vontobel Holding's UPST Position: Q2 2026 in Review

Vontobel Holding reduced its Upstart Holdings (UPST) stake by 63% in Q2 2026, selling an estimated $487K and leaving 9,140 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Vontobel Holding first reported a position in UPST in Q2 2021 and has held it in 13 quarters since. The position peaked at $5.12M in Q3 2021. 168 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Vontobel Holding held 9,140 shares of Upstart Holdings worth $324K as of Q2 2026.
  • Vontobel Holding sold 15,795 Upstart Holdings shares in Q2 2026, an estimated $487K.
  • Upstart Holdings made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #1211 holding.
  • Vontobel Holding first reported a position in Upstart Holdings in Q2 2021 and has held it in 13 quarters since.
  • Vontobel Holding's Upstart Holdings position peaked at $5.12M in Q3 2021.
  • 168 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.