Position in UPST
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$3,543
+$978 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#303
of 364 holders
Holding Since
Sep 2024
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, 2026Cedar Mountain Advisors, LLC holds $388,067 across 16 Credit Services names. UPST ranks #12 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
361 | $123,855 | |
| 2 | COF |
Capital One Financial Corp
|
585 | $117,362 | |
| 3 | AXP |
American Express Co
|
95 | $32,133 | |
| 4 | ALLY |
Ally Financial Inc.
|
554 | $25,456 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
100 | $21,632 | |
| 6 | MA |
Mastercard Inc
|
42 | $21,571 | |
| 7 | SYF |
Synchrony Financial
|
167 | $12,700 | |
| 8 | BFH |
Bread Financial Holdings, Inc.
|
74 | $8,017 |
All Filings in UPST
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,543 | 100 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $2,565 | 100 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,373 | 100 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,080 | 100 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $6,468 | 100 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,603 | 100 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $6,157 | 100 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $6,001 | 150 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||