KERR FINANCIAL PLANNING Corp

Position in UPST — Upstart Holdings, Inc.

CIK 2095947 FRESNO, CA

Position in UPST

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$5,314

+$1,467 QoQ

Shares Held

150

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#300

of 364 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

KERR FINANCIAL PLANNING Corp holds $293,449 across 5 Credit Services names. UPST ranks #5 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	341	$115,343
2	V	Visa Inc.	320	$109,788
3	COF	Capital One Financial Corp	271	$54,368
4	PYPL	PayPal Holdings, Inc.	200	$8,636
5	UPST	Upstart Holdings, Inc. This page	150	$5,314

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,314	150	0.0%	Shares	Sole	2026-07-02
2026-03-31	$3,847	150	0.0%	Shares	Sole	2026-04-29
2025-12-31	$6,559	150	0.0%	Shares	Sole	2026-02-10
2025-09-30	$7,620	150	—	Shares	Sole	2025-11-25
No filing history on record for this holder in this stock.