Position in UPST
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$35
+$10 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#359
of 364 holders
Holding Since
Jun 2024
9 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, 2026DiNuzzo Private Wealth, Inc. holds $463,612 across 17 Credit Services names. UPST ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
518 | $266,044 | |
| 2 | V |
Visa Inc.
|
331 | $113,562 | |
| 3 | COF |
Capital One Financial Corp
|
217 | $43,534 | |
| 4 | AXP |
American Express Co
|
48 | $16,236 | |
| 5 | SYF |
Synchrony Financial
|
66 | $5,019 | |
| 6 | ALLY |
Ally Financial Inc.
|
68 | $3,124 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
171 | $3,066 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
32 | $2,609 |
All Filings in UPST
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35 | 1 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $25 | 1 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $43 | 1 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $152 | 3 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $194 | 3 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $138 | 3 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $184 | 3 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $40 | 1 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $23 | 1 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||