Back to UPST
Kestra Advisory Services, LLC → UPST
Kestra Advisory Services, LLC UPST Position History
Upstart Holdings, Inc. • Financial Services
Quarters held
5
Latest value
$673K
Q3 2026
Peak value
$1.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $779K |
| Q4 2025 | $1.2M |
| Q1 2026 | $481K |
| Q2 2026 | $1.3M |
| Q3 2026 | $673K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $673K | 29.3K | — | — |
| Q2 2026 | $1.3M | 36.8K | — | — |
| Q1 2026 | $481K | 18.8K | — | — |
| Q4 2025 | $1.2M | 27.8K | — | — |
| Q3 2025 | $779K | 15.3K | — | — |
Other funds holding UPST
$200.3M
$167.5M
$135.8M
$92.6M
$88.2M
$76.6M
$75.1M