Prestige Wealth Management Group LLC
Position in UPST — Upstart Holdings, Inc.
CIK 1772715
FLEMINGTON, NJ
Position in UPST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,771
+$489 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#317
of 364 holders
Holding Since
Jun 2021
21 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, 2026Prestige Wealth Management Group LLC holds $5,893,153 across 15 Credit Services names. UPST ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
10,894 | $3,737,621 | |
| 2 | MA |
Mastercard Inc
|
3,496 | $1,795,544 | |
| 3 | AXP |
American Express Co
|
689 | $233,054 | |
| 4 | ENVA |
Enova International, Inc.
|
272 | $65,478 | |
| 5 | COF |
Capital One Financial Corp
|
113 | $22,670 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
60 | $12,979 | |
| 7 | EZPW |
Ezcorp Inc
|
170 | $5,876 | |
| 8 | NNI |
Nelnet Inc
|
42 | $5,599 |
All Filings in UPST
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,771 | 50 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,282 | 50 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,186 | 50 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,540 | 50 | Shares | Sole | 2026-02-20 | |
| 2025-06-30 | $3,234 | 50 | Shares | Sole | 2026-02-20 | |
| 2025-03-31 | $2,301 | 50 | Shares | Sole | 2026-02-20 | |
| 2024-12-31 | $3,140 | 51 | Shares | Sole | 2026-02-20 | |
| 2024-09-30 | $2,040 | 51 | Shares | Sole | 2026-02-20 | |
| 2024-06-30 | $1,179 | 50 | Shares | Sole | 2026-02-20 | |
| 2024-03-31 | $1,344 | 50 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $2,043 | 50 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $1,427 | 50 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $1,790 | 50 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $794 | 50 | Shares | Sole | 2024-04-26 | |
| 2022-12-31 | $449 | 34 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $291 | 14 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $442 | 14 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,527 | 14 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,118 | 14 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,430 | 14 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $749 | 6 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||