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Beverly Hills Private Wealth’s UP Fintech Holding TIGR Stock Holding History

Beverly Hills Private Wealth’s Portfolio TIGR Stock Details TIGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-22,243
Closed -$213K – 368
2025
Q4 		$213K Buy
22,243
+203
+0.9% +$1.94K 0.04% 312
2025
Q3 		$235K Sell
22,040
-3,759
-15% -$40.3K 0.04% 304
2025
Q2 		$249K Sell
25,799
-1,324
-5% -$11.1K 0.05% 301
2025
Q1 		$233K Buy
27,123
+338
+1% +$2.52K 0.05% 312
2024
Q4 		$173K Buy
+26,785
New +$184K 0.04% 324

Other funds holding TIGR

AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
S2L
Sparta 24 Ltd Tirat Hacarmel, Israel $109M AUM 16.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Beverly Hills Private Wealth's TIGR Position: Q1 2026 in Review

Beverly Hills Private Wealth sold out of UP Fintech Holding (TIGR) in Q1 2026, closing a stake of 22,243 shares — an estimated $213K sold.

Beverly Hills Private Wealth first reported a position in TIGR in Q4 2024 and held it in 5 quarters. The position peaked at $249K in Q2 2025. 125 funds tracked by Wall St. Rank hold TIGR as of Q1 2026.

  • Beverly Hills Private Wealth reported no remaining UP Fintech Holding position as of Q1 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 22,243 UP Fintech Holding shares in Q1 2026, an estimated $213K.
  • Beverly Hills Private Wealth first reported a position in UP Fintech Holding in Q4 2024 and held it in 5 quarters.
  • Beverly Hills Private Wealth's UP Fintech Holding position peaked at $249K in Q2 2025.
  • 125 funds tracked by Wall St. Rank held UP Fintech Holding as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.