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West Financial Advisors’s Upstart Holdings UPST Stock Holding History

West Financial Advisors’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 		$993 Buy
+28
New +$863 ﹤0.01% 194

Other funds holding UPST

BJF
Blue Jean Financial Albany, New York $144M AUM
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

West Financial Advisors's UPST Position: Q2 2026 in Review

West Financial Advisors opened a new position in Upstart Holdings (UPST) in Q2 2026: 28 shares worth $993. The stake represents ﹤0.01% of the portfolio and ranks #194 among its holdings.

85 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • West Financial Advisors held 28 shares of Upstart Holdings worth $993 as of Q2 2026.
  • Upstart Holdings was a new West Financial Advisors position in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #194 holding.
  • 85 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.