Frazier Financial Advisors, LLC

Position in UPST — Upstart Holdings, Inc.

CIK 2002745 COLUMBUS, OH

Position in UPST

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,543

+$978 QoQ

Shares Held

100

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#306

of 364 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Frazier Financial Advisors, LLC holds $494,611 across 6 Credit Services names. UPST ranks #6 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	940	$322,504
2	MA	Mastercard Inc	172	$88,339
3	AXP	American Express Co	99	$33,486
4	BFH	Bread Financial Holdings, Inc.	224	$24,270
5	COF	Capital One Financial Corp	112	$22,469
6	UPST	Upstart Holdings, Inc. This page	100	$3,543

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,543	100	0.0%	Shares	Sole	2026-08-10
2026-03-31	$2,565	100	0.0%	Shares	Sole	2026-05-05
2025-12-31	$4,373	100	0.0%	Shares	Sole	2026-02-09
2025-09-30	$5,080	100	0.0%	Shares	Sole	2025-10-31
2025-06-30	$6,468	100	0.0%	Shares	Sole	2025-07-28
2025-03-31	$4,603	100	0.0%	Shares	Sole	2025-05-09
2024-12-31	$6,157	100	0.0%	Shares	Sole	2025-02-12
2024-09-30	$4,001	100	0.0%	Shares	Sole	2024-11-06
2024-06-30	$2,359	100	0.0%	Shares	Sole	2024-08-12
2024-03-31	$2,689	100	0.0%	Shares	Sole	2024-05-13
2023-12-31	$4,086	100	—	Shares	Sole	2024-02-09
No filing history on record for this holder in this stock.