Position in UPST
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$637
+$176 QoQ
Shares Held
18
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#334
of 367 holders
Holding Since
Dec 2022
11 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, 2026Cornerstone Planning Group LLC holds $2,739,211 across 19 Credit Services names. UPST ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
5,454 | $1,844,815 | |
| 2 | V |
Visa Inc.
|
1,237 | $424,402 | |
| 3 | MA |
Mastercard Inc
|
436 | $223,929 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
1,430 | $61,747 | |
| 5 | COF |
Capital One Financial Corp
|
280 | $56,173 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
2,010 | $36,039 | |
| 7 | AGM |
Federal Agricultural Mortgage Corp
|
164 | $32,680 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
77 | $16,656 |
All Filings in UPST
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $637 | 18 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $461 | 18 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $699 | 16 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $53,390 | 1,051 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $711 | 11 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $506 | 11 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $677 | 11 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $440 | 11 | Shares | Sole | 2024-11-05 | |
| 2023-09-30 | $114 | 4 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $143 | 4 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $52 | 4 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||