Position in UPST
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$389
+$107 QoQ
Shares Held
11
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#341
of 364 holders
Holding Since
Mar 2026
2 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, 2026NBT BANK N A /NY holds $14,223,612 across 7 Credit Services names. UPST ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
16,678 | $5,722,054 | |
| 2 | AXP |
American Express Co
|
14,792 | $5,003,393 | |
| 3 | MA |
Mastercard Inc
|
6,509 | $3,343,021 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
2,304 | $99,485 | |
| 5 | COF |
Capital One Financial Corp
|
269 | $53,966 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
16 | $1,304 | |
| 7 | UPST |
Upstart Holdings, Inc.
This page
|
11 | $389 |
All Filings in UPST
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389 | 11 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $282 | 11 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||