Position in UPST
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$25
-$62 QoQ
Shares Held
1
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Dunhill Financial, LLC holds $3,710,292 across 10 Credit Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
3,927 | $2,016,907 | |
| 2 | V |
Visa Inc.
|
3,970 | $1,362,067 | |
| 3 | COF |
Capital One Financial Corp
|
1,158 | $232,317 | |
| 4 | AXP |
American Express Co
|
210 | $71,032 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
700 | $12,551 | |
| 6 | SYF |
Synchrony Financial
|
91 | $6,920 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
155 | $6,692 | |
| 8 | ALLY |
Ally Financial Inc.
|
22 | $1,010 |
All Filings in UPST
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25 | 1 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $87 | 2 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||