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WMG Financial Advisors, LLC → UPST
WMG Financial Advisors, LLC UPST Position History
Upstart Holdings, Inc. • Financial Services
Quarters held
4
Latest value
$366K
Q3 2026
Peak value
$764K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $764K |
| Q1 2026 | $660K |
| Q2 2026 | $366K |
| Q3 2026 | $366K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $366K | 10.3K | — | — |
| Q2 2026 | $366K | 10.3K | — | — |
| Q1 2026 | $660K | 25.7K | — | — |
| Q4 2025 | $764K | 17.5K | — | — |
Other funds holding UPST
$200.3M
$167.5M
$135.8M
$92.6M
$88.2M
$76.6M
$75.1M