Bank of America
UPB

Bank of America’s Upstream Bio Inc UPB Stock Holding History

Bank of America’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 		$436K Sell
48,460
-37,924
-44% -$682K ﹤0.01% 4971
2025
Q4 		$2.35M Buy
86,384
+30,911
+56% +$769K ﹤0.01% 3946
2025
Q3 		$1.04M Buy
55,473
+37,442
+208% +$582K ﹤0.01% 5302
2025
Q2 		$198K Buy
18,031
+7,500
+71% +$69.3K ﹤0.01% 6191
2025
Q1 		$64.5K Sell
10,531
-3,432
-25% -$32.8K ﹤0.01% 6667
2024
Q4 		$230K Buy
+13,963
New +$312K ﹤0.01% 6047

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

Bank of America's UPB Position: Q1 2026 in Review

Bank of America reduced its Upstream Bio Inc (UPB) stake by 44% in Q1 2026, selling an estimated $682K and leaving 48,460 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #4971.

Bank of America first reported a position in UPB in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.35M in Q4 2025. 140 funds tracked by Wall St. Rank hold UPB as of Q1 2026.

  • Bank of America held 48,460 shares of Upstream Bio Inc worth $436K as of Q1 2026.
  • Bank of America sold 37,924 Upstream Bio Inc shares in Q1 2026, an estimated $682K.
  • Upstream Bio Inc made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #4971 holding.
  • Bank of America first reported a position in Upstream Bio Inc in Q4 2024 and has held it in 6 quarters since.
  • Bank of America's Upstream Bio Inc position peaked at $2.35M in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.