Position in UPST
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$5,845
+$1,613 QoQ
Shares Held
165
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#297
of 364 holders
Holding Since
Dec 2024
7 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, 2026Dogwood Wealth Management LLC holds $1,237,248 across 12 Credit Services names. UPST ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,157 | $740,045 | |
| 2 | MA |
Mastercard Inc
|
720 | $369,792 | |
| 3 | AXP |
American Express Co
|
157 | $53,105 | |
| 4 | COF |
Capital One Financial Corp
|
195 | $39,120 | |
| 5 | BFH |
Bread Financial Holdings, Inc.
|
158 | $17,119 | |
| 6 | UPST |
Upstart Holdings, Inc.
This page
|
165 | $5,845 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
119 | $5,138 | |
| 8 | NNI |
Nelnet Inc
|
24 | $3,199 |
All Filings in UPST
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,845 | 165 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $4,232 | 165 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,215 | 165 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $8,382 | 165 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,672 | 165 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $7,594 | 165 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $10,159 | 165 | Shares | Sole | 2025-03-04 | |
| No filing history on record for this holder in this stock. | ||||||