AB
UPB

Amalgamated Bank’s Upstream Bio Inc UPB Stock Holding History

Amalgamated Bank’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 		– Sell
-1,031
Closed -$28K – 2896
2025
Q4 		$28K Buy
1,031
+437
+74% +$10.9K ﹤0.01% 1993
2025
Q3 		$11K Hold
594
– – ﹤0.01% 2443
2025
Q2 		$7K Hold
594
– – ﹤0.01% 2616
2025
Q1 		$4K Hold
594
– – ﹤0.01% 2759
2024
Q4 		$10K Buy
+594
New +$13.3K ﹤0.01% 2458

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 $6.73T AUM 46.02% 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

Amalgamated Bank's UPB Position: Q1 2026 in Review

Amalgamated Bank sold out of Upstream Bio Inc (UPB) in Q1 2026, closing a stake of 1,031 shares — an estimated $28K sold.

Amalgamated Bank first reported a position in UPB in Q4 2024 and held it in 5 quarters. The position peaked at $28K in Q4 2025. 140 funds tracked by Wall St. Rank hold UPB as of Q1 2026.

  • Amalgamated Bank reported no remaining Upstream Bio Inc position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 1,031 Upstream Bio Inc shares in Q1 2026, an estimated $28K.
  • Amalgamated Bank first reported a position in Upstream Bio Inc in Q4 2024 and held it in 5 quarters.
  • Amalgamated Bank's Upstream Bio Inc position peaked at $28K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.