Kestra Advisory Services, LLC

Position in UPST — Upstart Holdings, Inc.

CIK 1830819 AUSTIN, TX

Position in UPST

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,305,170

+$823,900 QoQ

Shares Held

36,838

+96.3% QoQ

Ownership

0.038%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#108

of 364 holders

Holding Since

Sep 2021

13 quarters on record

Financial Services · as of Jun 30, 2026

Kestra Advisory Services, LLC holds $198,884,474 across 17 Credit Services names. UPST ranks #8 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	301,198	$103,338,021
2	MA	Mastercard Inc	84,523	$43,411,012
3	AXP	American Express Co	81,908	$27,705,381
4	COF	Capital One Financial Corp	49,919	$10,014,749
5	SOFI	SoFi Technologies, Inc.	219,568	$3,936,854
6	PYPL	PayPal Holdings, Inc.	71,450	$3,085,211
7	OPFI	OppFi Inc.	189,253	$1,879,282
8	UPST	Upstart Holdings, Inc. This page	36,838	$1,305,170

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,305,170	36,838	+96.3%	Shares	Sole	2026-07-28
2026-03-31	$481,270	18,763	-32.5%	Shares	Sole	2026-04-30
2025-12-31	$1,215,912	27,805	+81.2%	Shares	Sole	2026-02-13
2025-09-30	$779,424	15,343	-26.8%	Shares	Sole	2025-11-14
2025-06-30	$1,354,916	20,948	+154.4%	Shares	Sole	2025-08-15
2025-03-31	$379,011	8,234	-10.4%	Shares	Sole	2025-05-14
2024-12-31	$565,643	9,187	+26.5%	Shares	Sole	2025-02-10
2024-09-30	$290,592	7,263	-51.2%	Shares	Sole	2024-11-13
2022-09-30	$309,500	14,887	+76.0%	Shares	Sole	2022-11-01
2022-06-30	$267,473	8,459	-65.9%	Shares	Sole	2022-08-12
2022-03-31	$2,707,722	24,821	+83.4%	Shares	Sole	2022-07-20
2021-12-31	$2,048,148	13,537	+1487.0%	Shares	Sole	2022-07-25
2021-09-30	$269,923	853	—	Shares	Sole	2022-07-25
No filing history on record for this holder in this stock.