MassMutual Private Wealth & Trust, FSB
Position in UPST — Upstart Holdings, Inc.
CIK 1103653
Windsor, CT
Position in UPST
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$7,227
+$1,995 QoQ
Shares Held
204
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#290
of 364 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026MassMutual Private Wealth & Trust, FSB holds $60,021,053 across 21 Credit Services names. UPST ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
145,648 | $49,970,372 | |
| 2 | MA |
Mastercard Inc
|
10,145 | $5,210,472 | |
| 3 | AXP |
American Express Co
|
7,149 | $2,418,149 | |
| 4 | COF |
Capital One Financial Corp
|
9,647 | $1,935,381 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
4,575 | $197,548 | |
| 6 | SYF |
Synchrony Financial
|
1,552 | $118,029 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
1,559 | $27,952 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
299 | $24,383 |
All Filings in UPST
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,227 | 204 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $5,232 | 204 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $9,795 | 224 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $10,160 | 200 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $12,936 | 200 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $11,553 | 251 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $12,314 | 200 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $8,002 | 200 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $4,718 | 200 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $5,378 | 200 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $8,172 | 200 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $5,708 | 200 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $7,162 | 200 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,178 | 200 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $5,288 | 400 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $4,158 | 200 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $6,324 | 200 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $26,617 | 244 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $5,749 | 38 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $12,024 | 38 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,746 | 38 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||