Retirement Wealth Solutions LLC
PensionPosition in UPST — Upstart Holdings, Inc.
CIK 2044741
MARSHFIELD, WI
Position in UPST
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,027
+$643 QoQ
Shares Held
29
+93.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#322
of 364 holders
Holding Since
Sep 2025
4 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, 2026Retirement Wealth Solutions LLC holds $151,471 across 15 Credit Services names. UPST ranks #14 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
161 | $82,689 | |
| 2 | AGM |
Federal Agricultural Mortgage Corp
|
94 | $18,731 | |
| 3 | V |
Visa Inc.
|
38 | $13,037 | |
| 4 | AXP |
American Express Co
|
27 | $9,132 | |
| 5 | SYF |
Synchrony Financial
|
61 | $4,639 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
74 | $4,511 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
234 | $4,195 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
44 | $3,588 |
All Filings in UPST
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,027 | 29 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $384 | 15 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $874 | 20 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $762 | 15 | Shares | Sole | 2025-10-08 | |
| No filing history on record for this holder in this stock. | ||||||