SALEM INVESTMENT COUNSELORS INC
Position in UPST — Upstart Holdings, Inc.
CIK 884423
WINSTON-SALEM, NC
Position in UPST
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$212
+$59 QoQ
Shares Held
6
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#346
of 364 holders
Holding Since
Sep 2021
6 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, 2026SALEM INVESTMENT COUNSELORS INC holds $42,260,869 across 10 Credit Services names. UPST ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
84,026 | $28,828,480 | |
| 2 | COF |
Capital One Financial Corp
|
43,922 | $8,811,631 | |
| 3 | AXP |
American Express Co
|
4,263 | $1,441,959 | |
| 4 | EZPW |
Ezcorp Inc
|
30,890 | $1,067,867 | |
| 5 | KLAR |
Klarna Group plc
|
44,955 | $909,889 | |
| 6 | MA |
Mastercard Inc
|
1,378 | $707,740 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
10,554 | $455,721 | |
| 8 | SYF |
Synchrony Financial
|
316 | $24,031 |
All Filings in UPST
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212 | 6 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $153 | 6 | Shares | Sole | 2026-04-29 | |
| 2022-06-30 | $22,134 | 700 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $158,725 | 1,455 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $158,865 | 1,050 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $221,508 | 700 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||