WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in UPST — Upstart Holdings, Inc.
CIK 1632972
PLYMOUTH, MN
Position in UPST
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$259,985
+$5,040 QoQ
Shares Held
7,338
+25.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#205
of 364 holders
Holding Since
Dec 2023
6 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $500,554,692 across 26 Credit Services names. UPST ranks #20 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
611,261 | $209,717,536 | |
| 2 | MA |
Mastercard Inc
|
234,497 | $120,437,659 | |
| 3 | AXP |
American Express Co
|
243,959 | $82,519,131 | |
| 4 | COF |
Capital One Financial Corp
|
199,154 | $39,954,275 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
275,796 | $11,908,871 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
97,479 | $5,943,294 | |
| 7 | SYF |
Synchrony Financial
|
72,910 | $5,544,805 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
254,077 | $4,555,600 |
All Filings in UPST
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,985 | 7,338 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $254,945 | 5,830 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $378,358 | 7,448 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $467,636 | 7,230 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $585,133 | 12,712 | Shares | Sole | 2025-04-16 | |
| 2023-12-31 | $216,966 | 5,310 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||