William Mack & Associates
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William Mack & Associates’s Upstart Holdings UPST Stock Holding History

William Mack & Associates’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
Q3 		$1.15K Buy
+50
New +$1.43K ﹤0.01% 697

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Halter Ferguson Financial
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UBS Group
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Fidelity Investments
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

William Mack & Associates's UPST Position: Q3 2026 in Review

William Mack & Associates opened a new position in Upstart Holdings (UPST) in Q3 2026: 50 shares worth $1.15K. The stake represents ﹤0.01% of the portfolio and ranks #697 among its holdings.

260 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

  • William Mack & Associates held 50 shares of Upstart Holdings worth $1.15K as of Q3 2026.
  • Upstart Holdings was a new William Mack & Associates position in Q3 2026.
  • Upstart Holdings made up ﹤0.01% of William Mack & Associates's portfolio in Q3 2026, its #697 holding.
  • 260 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.