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Upstart Hldgs shares owned by Summit Financial Strategies

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

Historical chart of Summit Financial Strategies investment in Upstart Hldgs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Upstart Hldgs by Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $213k 7.9k 26.89

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Packaging Corporation of America (PKG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Apple (AAPL)

View all positions for Summit Financial Strategies

Top funds holding Upstart Hldgs

Vanguard Group
Susquehanna International
BlackRock
Citadel Advisors
D. E. Shaw & Co
Morgan Stanley
Geode Capital Management
Barclays
Capital Fund Management
Sandler Capital Management
Bank of America Corporation
Voloridge Investment Management
Goldman Sachs Group
Point72 Asset Management
Mirae Asset Global Investments

View all funds holding Upstart Hldgs