Upstart Hldgs shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in Upstart Hldgs
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Quarterly reported holdings in Upstart Hldgs by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.2M | 28k | 43.73 |
| 2025-09-30 | $779k | 15k | 50.80 |
| 2025-06-30 | $1.4M | 21k | 64.68 |
| 2025-03-31 | $379k | 8.2k | 46.03 |
| 2024-12-31 | $566k | 9.2k | 61.57 |
| 2024-09-30 | $291k | 7.3k | 40.01 |
| 2022-09-30 | $309k | 15k | 20.76 |
| 2022-06-30 | $267k | 8.5k | 31.56 |
| 2022-03-31 | $2.7M | 25k | 109.10 |
| 2021-12-31 | $2.0M | 14k | 151.29 |
| 2021-09-30 | $270k | 853 | 316.53 |