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Upstart Hldgs shares owned by West Financial Advisors

Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by West Financial Advisors from 13F filings

Historical chart of West Financial Advisors investment in Upstart Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Upstart Hldgs held by West Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Upstart Hldgs by West Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $993 28 35.46

More positions owned by West Financial Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Tips Bd Etf (TIP)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Extend Mkt Etf (VXF)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for West Financial Advisors

Top funds holding Upstart Hldgs

BlackRock
Susquehanna International
Citadel Advisors
Morgan Stanley
Vanguard Capital Management
Vanguard Portfolio Management
Marshall Wace
Jane Street
Geode Capital Management
State Street Corporation
D. E. Shaw & Co
Clear Street Group
Goldman Sachs Group
Halter Ferguson Financial
Barclays

View all funds holding Upstart Hldgs