Greenwich Wealth Management LLC

Position in UPST — Upstart Holdings, Inc.

CIK 1439805 GREENWICH, CT

Position in UPST

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$322,094

New position

Shares Held

9,091

first reported quarter

Ownership

0.009%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#187

of 364 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Greenwich Wealth Management LLC holds $23,459,123 across 6 Credit Services names. UPST ranks #4 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PYPL	PayPal Holdings, Inc.	507,395	$21,909,316
2	V	Visa Inc.	1,612	$553,061
3	AXP	American Express Co	1,009	$341,294
4	UPST	Upstart Holdings, Inc. This page	9,091	$322,094
5	MA	Mastercard Inc	424	$217,766
6	WU	Western Union CO	15,012	$115,592

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$322,094	9,091	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.