Position in UPST
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,480
+$685 QoQ
Shares Held
70
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#314
of 364 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Steigerwald, Gordon & Koch Inc. holds $30,090,076 across 8 Credit Services names. UPST ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
82,180 | $28,195,136 | |
| 2 | MA |
Mastercard Inc
|
1,488 | $764,236 | |
| 3 | AXP |
American Express Co
|
1,914 | $647,410 | |
| 4 | COF |
Capital One Financial Corp
|
2,158 | $432,937 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
735 | $31,737 | |
| 6 | SLM |
SLM Corp
|
450 | $11,673 | |
| 7 | NAVI |
Navient Corp
|
525 | $4,467 | |
| 8 | UPST |
Upstart Holdings, Inc.
This page
|
70 | $2,480 |
All Filings in UPST
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,480 | 70 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,795 | 70 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,061 | 70 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,556 | 70 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||