Global Retirement Partners, LLC
PensionPosition in UPST — Upstart Holdings, Inc.
CIK 1749744
San Rafael, CA
Position in UPST
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,082
-$1,903 QoQ
Shares Held
87
-23.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#310
of 364 holders
Holding Since
Mar 2022
15 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, 2026Global Retirement Partners, LLC holds $41,552,902 across 27 Credit Services names. UPST ranks #22 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
50,503 | $17,327,074 | |
| 2 | MA |
Mastercard Inc
|
16,472 | $8,460,019 | |
| 3 | AXP |
American Express Co
|
17,223 | $5,825,679 | |
| 4 | COF |
Capital One Financial Corp
|
18,018 | $3,614,771 | |
| 5 | ALLY |
Ally Financial Inc.
|
46,705 | $2,146,094 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
63,124 | $1,131,813 | |
| 7 | AGM |
Federal Agricultural Mortgage Corp
|
4,256 | $848,093 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
7,188 | $586,181 |
All Filings in UPST
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,082 | 87 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $4,985 | 114 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $12,700 | 250 | Shares | Sole | 2025-10-21 | |
| 2024-12-31 | $615 | 10 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $400 | 10 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,934 | 82 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,204 | 82 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,350 | 82 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,997 | 70 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,506 | 70 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,589 | 100 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,110 | 84 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,746 | 84 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,604 | 114 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $12,436 | 114 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||