Wells Fargo
UPST icon

Wells Fargo’s Upstart Holdings UPST Stock Holding History

Wells Fargo’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
2024
Q4 		– Sell
-122,500
Closed -$4.9M – 7200
2024
Q3 		$4.9M Buy
+122,500
New +$4.07M ﹤0.01% 2357

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

Wells Fargo's UPST Position: Q2 2026 in Review

Wells Fargo increased its Upstart Holdings (UPST) stake by 11% in Q2 2026, buying an estimated $568K and bringing the position to 180,219 shares worth $6.39M. The position accounts for ﹤0.01% of the portfolio, ranked #2610.

Wells Fargo first reported a position in UPST in Q1 2021 and has held it in 22 quarters since. The position peaked at $43M in Q3 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Wells Fargo held 180,219 shares of Upstart Holdings worth $6.39M as of Q2 2026.
  • Wells Fargo bought 18,449 Upstart Holdings shares in Q2 2026, an estimated $568K.
  • Upstart Holdings made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #2610 holding.
  • Wells Fargo first reported a position in Upstart Holdings in Q1 2021 and has held it in 22 quarters since.
  • Wells Fargo's Upstart Holdings position peaked at $43M in Q3 2025.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.