Larson Financial Group LLC

Position in UPST — Upstart Holdings, Inc.

CIK 1731061 ST LOUIS, MO

Position in UPST

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$18,955

-$9,721 QoQ

Shares Held

535

-52.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#273

of 364 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Larson Financial Group LLC holds $22,815,710 across 31 Credit Services names. UPST ranks #17 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	30,515	$10,469,391
2	OMF	OneMain Holdings, Inc.	73,792	$4,499,098
3	MA	Mastercard Inc	7,248	$3,722,572
4	AXP	American Express Co	5,081	$1,718,648
5	COF	Capital One Financial Corp	4,011	$804,686
6	PYPL	PayPal Holdings, Inc.	7,472	$322,640
7	SYF	Synchrony Financial	3,731	$283,742
8	SEZL	Sezzle Inc.	1,196	$205,269

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,955	535	-52.1%	Shares	Sole	2026-08-14
2026-03-31	$28,676	1,118	-90.4%	Shares	Sole	2026-05-15
2025-12-31	$511,684	11,701	+132.1%	Shares	Sole	2026-02-06
2025-09-30	$256,133	5,042	+1324.3%	Shares	Sole	2025-11-14
2025-06-30	$22,896	354	+43.9%	Shares	Sole	2025-08-08
2025-03-31	$11,323	246	+24.9%	Shares	Sole	2025-05-02
2024-12-31	$12,129	197	+18.7%	Shares	Sole	2025-02-07
2024-09-30	$6,641	166	-34.9%	Shares	Sole	2024-11-12
2024-06-30	$6,015	255	0.0%	Shares	Sole	2024-08-02
2024-03-31	$6,856	255	+64.5%	Shares	Sole	2024-05-03
2023-12-31	$6,333	155	-82.3%	Shares	Sole	2024-02-01
2023-09-30	$24,943	874	+7.9%	Shares	Sole	2023-11-03
2023-06-30	$29,006	810	+14.7%	Shares	Sole	2023-08-03
2023-03-31	$11,218	706	-33.8%	Shares	Sole	2023-05-04
2022-12-31	$14,105	1,067	+470.6%	Shares	Sole	2023-02-03
2022-06-30	$5,912	187	0.0%	Shares	Sole	2022-08-04
2022-03-31	$20,399	187	—	Shares	Sole	2022-05-05
No filing history on record for this holder in this stock.