Transamerica Financial Advisors, LLC
Position in UPST — Upstart Holdings, Inc.
CIK 1502149
CEDAR RAPIDS, IA
Position in UPST
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$70
+$19 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#355
of 364 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $8,197,062 across 24 Credit Services names. UPST ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
17,662 | $6,059,655 | |
| 2 | MA |
Mastercard Inc
|
2,066 | $1,061,097 | |
| 3 | COF |
Capital One Financial Corp
|
1,879 | $376,964 | |
| 4 | AXP |
American Express Co
|
1,096 | $370,722 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
3,473 | $149,964 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
1,197 | $97,615 | |
| 7 | ENVA |
Enova International, Inc.
|
125 | $30,091 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
1,086 | $19,471 |
All Filings in UPST
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70 | 2 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $51 | 2 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $306 | 7 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $101 | 2 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||