Position in UPST
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$850
+$594 QoQ
Shares Held
24
+140.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#327
of 364 holders
Holding Since
Dec 2024
7 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, 2026JNBA Financial Advisors holds $1,153,016 across 9 Credit Services names. UPST ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,002 | $686,866 | |
| 2 | MA |
Mastercard Inc
|
663 | $340,516 | |
| 3 | AXP |
American Express Co
|
246 | $83,209 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
461 | $19,905 | |
| 5 | COF |
Capital One Financial Corp
|
46 | $9,228 | |
| 6 | KLAR |
Klarna Group plc
|
376 | $7,610 | |
| 7 | LX |
LexinFintech Holdings Ltd.
|
1,567 | $3,086 | |
| 8 | ALLY |
Ally Financial Inc.
|
38 | $1,746 |
All Filings in UPST
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $850 | 24 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $256 | 10 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $437 | 10 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $508 | 10 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $646 | 10 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $460 | 10 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $615 | 10 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||