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Upstart Hldgs shares owned by National Wealth Management Group

Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by National Wealth Management Group from 13F filings

Historical chart of National Wealth Management Group investment in Upstart Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Upstart Hldgs held by National Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Upstart Hldgs by National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $326k 8.0k 40.86

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View all positions for National Wealth Management Group

Top funds holding Upstart Hldgs

Vanguard Group
Citadel Advisors
D. E. Shaw & Co
Bank of America Corporation
Jane Street
Bank Of Montreal
Goldman Sachs Group
Nomura Holdings
Barclays
Gts Securities
Two Sigma Investments
Wolverine Trading
Voloridge Investment Management
Mirae Asset Global Investments
Moore Capital Management

View all funds holding Upstart Hldgs