Position in UPST
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$389
+$30 QoQ
Shares Held
11
-21.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#342
of 364 holders
Holding Since
Mar 2026
2 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, 2026Quaker Wealth Management, LLC holds $104,720 across 11 Credit Services names. UPST ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
120 | $40,590 | |
| 2 | SOFI |
SoFi Technologies, Inc.
|
1,412 | $25,317 | |
| 3 | V |
Visa Inc.
|
54 | $18,526 | |
| 4 | MA |
Mastercard Inc
|
15 | $7,704 | |
| 5 | COF |
Capital One Financial Corp
|
27 | $5,416 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
124 | $5,354 | |
| 7 | SLM |
SLM Corp
|
21 | $544 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
5 | $407 |
All Filings in UPST
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389 | 11 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $359 | 14 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||