Position in UPST
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$283
New position
Shares Held
8
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#345
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, 2026Planning Strategies Inc. holds $117,914 across 12 Credit Services names. UPST ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
96 | $32,936 | |
| 2 | COF |
Capital One Financial Corp
|
134 | $26,883 | |
| 3 | MA |
Mastercard Inc
|
44 | $22,598 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
269 | $11,615 | |
| 5 | AXP |
American Express Co
|
31 | $10,485 | |
| 6 | SYF |
Synchrony Financial
|
77 | $5,855 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
115 | $2,061 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
19 | $1,549 |
All Filings in UPST
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283 | 8 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||