AF
UPB

Allworth Financial’s Upstream Bio Inc UPB Stock Holding History

Allworth Financial’s Portfolio UPB Stock Details UPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.37K Buy
263
+195
+287% +$3.51K ﹤0.01% 4296
2025
Q4 		$1.85K Buy
68
+1
+1% +$25 ﹤0.01% 4149
2025
Q3 		$1.26K Buy
67
+1
+2% +$16 ﹤0.01% 4180
2025
Q2 		$725 Sell
66
-119
-64% -$1.1K ﹤0.01% 4041
2025
Q1 		$1.66K Buy
+185
New +$1.77K ﹤0.01% 3276

Other funds holding UPB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DC
Decheng Capital Menlo Park, California $661M AUM 299.97% 1-Year Est. Return
ES
Enavate Sciences Menlo Park, California $352M AUM 220.14% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Allworth Financial's UPB Position: Q1 2026 in Review

Allworth Financial increased its Upstream Bio Inc (UPB) stake by 287% in Q1 2026, buying an estimated $3.51K and bringing the position to 263 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #4296.

Allworth Financial first reported a position in UPB in Q1 2025 and has held it in 5 quarters since. 140 funds tracked by Wall St. Rank hold UPB as of Q1 2026.

  • Allworth Financial held 263 shares of Upstream Bio Inc worth $2.37K as of Q1 2026.
  • Allworth Financial bought 195 Upstream Bio Inc shares in Q1 2026, an estimated $3.51K.
  • Upstream Bio Inc made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4296 holding.
  • Allworth Financial first reported a position in Upstream Bio Inc in Q1 2025 and has held it in 5 quarters since.
  • 140 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.