Position in UPST
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$6,200
New position
Shares Held
175
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#296
of 364 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Credit Services
Financial Services · as of Jun 30, 2026Allied Private Wealth LLC holds $1,002,801 across 8 Credit Services names. UPST ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,222 | $419,255 | |
| 2 | COF |
Capital One Financial Corp
|
1,861 | $373,353 | |
| 3 | AXP |
American Express Co
|
370 | $125,152 | |
| 4 | MA |
Mastercard Inc
|
65 | $33,384 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
550 | $23,749 | |
| 6 | OPFI |
OppFi Inc.
|
1,500 | $14,895 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
380 | $6,813 | |
| 8 | UPST |
Upstart Holdings, Inc.
This page
|
175 | $6,200 |
All Filings in UPST
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,200 | 175 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||