Pinnacle Wealth Planning Services, Inc.
Position in UPST — Upstart Holdings, Inc.
CIK 1726752
MANSFIELD, OH
Position in UPST
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,818
+$4,562 QoQ
Shares Held
136
+1260.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#301
of 364 holders
Holding Since
Dec 2025
3 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, 2026Pinnacle Wealth Planning Services, Inc. holds $9,034,125 across 23 Credit Services names. UPST ranks #23 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
11,282 | $3,870,741 | |
| 2 | MA |
Mastercard Inc
|
3,422 | $1,757,539 | |
| 3 | AXP |
American Express Co
|
2,609 | $882,494 | |
| 4 | COF |
Capital One Financial Corp
|
3,456 | $693,342 | |
| 5 | BFH |
Bread Financial Holdings, Inc.
|
3,815 | $413,355 | |
| 6 | SYF |
Synchrony Financial
|
4,956 | $376,903 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
9,252 | $165,888 | |
| 8 | CACC |
Credit Acceptance Corp
|
255 | $162,368 |
All Filings in UPST
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,818 | 136 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $256 | 10 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $35,333 | 808 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||