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BOLTON SECURITIES CORPORATION’s Upstart Holdings UPST Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q1 		$1.54K Buy
+60
New +$2.11K ﹤0.01% 1913
2025
Q3 		$11.2K Buy
+220
New +$15.5K ﹤0.01% 1523
2025
Q1 		$11.5K Buy
+250
New +$15.5K ﹤0.01% 1405

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Clear Street
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Halter Ferguson Financial
Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's UPST Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Upstart Holdings (UPST) in Q1 2026: 60 shares worth $1.54K. The stake represents ﹤0.01% of the portfolio and ranks #1913 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in UPST as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in UPST in Q1 2025 and has held it in 3 quarters since. The position peaked at $11.5K in Q1 2025. 342 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 60 shares of Upstart Holdings worth $1.54K as of Q1 2026.
  • Upstart Holdings was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Upstart Holdings made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1913 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Upstart Holdings in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Upstart Holdings position peaked at $11.5K in Q1 2025.
  • 342 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.