Position in UPST
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$248,116
-$68,215 QoQ
Shares Held
7,003
+12.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#210
of 364 holders
Holding Since
Sep 2021
8 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, 2026Integrated Wealth Concepts LLC holds $106,342,444 across 41 Credit Services names. UPST ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
175,952 | $60,367,371 | |
| 2 | AXP |
American Express Co
|
37,457 | $12,669,830 | |
| 3 | MA |
Mastercard Inc
|
21,289 | $10,934,030 | |
| 4 | COF |
Capital One Financial Corp
|
51,351 | $10,302,037 | |
| 5 | ALLY |
Ally Financial Inc.
|
54,444 | $2,501,701 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
31,931 | $1,946,833 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
7,253 | $1,568,968 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
32,667 | $1,410,561 |
All Filings in UPST
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,116 | 7,003 | Shares | Sole | 2026-08-12 | |
| 2025-09-30 | $316,331 | 6,227 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $503,016 | 7,777 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $213,026 | 4,628 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $250,282 | 4,065 | Shares | Other | 2025-02-14 | |
| 2022-03-31 | $280,361 | 2,570 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $273,399 | 1,807 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $349,666 | 1,105 | Shares | Other | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||