Position in UPST
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$141
+$39 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#352
of 364 holders
Holding Since
Sep 2023
12 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, 2026Addison Advisors LLC holds $459,635 across 8 Credit Services names. UPST ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
456 | $156,448 | |
| 2 | MA |
Mastercard Inc
|
281 | $144,320 | |
| 3 | AXP |
American Express Co
|
396 | $133,947 | |
| 4 | SYF |
Synchrony Financial
|
143 | $10,875 | |
| 5 | COF |
Capital One Financial Corp
|
40 | $8,024 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
136 | $5,872 | |
| 7 | UPST |
Upstart Holdings, Inc.
This page
|
4 | $141 | |
| 8 | SLM |
SLM Corp
|
0 | $8 |
All Filings in UPST
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $141 | 4 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $102 | 4 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $174 | 4 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $203 | 4 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $258 | 4 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $184 | 4 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $246 | 4 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $160 | 4 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $94 | 4 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $107 | 4 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $163 | 4 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $114 | 4 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||