RAYMOND JAMES FINANCIAL INC
Holdings in UPST
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,091,465 | 93,562 | Shares | Defined | 2026-02-18 |
| 2025-09-30 | $6,212,077 | 122,285 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $9,071,369 | 140,250 | Shares | Defined | 2025-08-14 |
| 2025-03-31 | $5,462,747 | 118,678 | Shares | Defined | 2025-05-13 |
| 2024-12-31 | $30,785 | 500 | Shares | Defined | 2025-04-23 |
| 2024-12-31 | $7,495,531 | 121,740 | Shares | Defined | 2025-04-23 |