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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

Wells Fargo's UPST Position: Q1 2026 in Review

Wells Fargo reduced its Upstart Holdings (UPST) stake by 23% in Q1 2026, selling an estimated $1.7M and leaving 161,770 shares worth $4.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2754.

Wells Fargo first reported a position in UPST in Q1 2021 and has held it in 21 quarters since. The position peaked at $43M in Q3 2025. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Wells Fargo held 161,770 shares of Upstart Holdings worth $4.15M as of Q1 2026.
  • Wells Fargo sold 48,394 Upstart Holdings shares in Q1 2026, an estimated $1.7M.
  • Upstart Holdings made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #2754 holding.
  • Wells Fargo first reported a position in Upstart Holdings in Q1 2021 and has held it in 21 quarters since.
  • Wells Fargo's Upstart Holdings position peaked at $43M in Q3 2025.
  • 339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.