IFP Advisors
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IFP Advisors’s Upstream Bio Inc UPB Stock Holding History

IFP Advisors’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
Q3 		$474 Sell
90
-152
-63% -$995 ﹤0.01% 4695
2026
Q2 		$1.68K Buy
242
+241
+24,100% +$2.02K ﹤0.01% 4311
2026
Q1 		$9 Hold
1
– – ﹤0.01% 4973
2025
Q4 		$27 Sell
1
-1
-50% -$25 ﹤0.01% 4773
2025
Q3 		$38 Buy
2
+1
+100% +$16 ﹤0.01% 4692
2025
Q2 		$11 Buy
+1
New +$9 ﹤0.01% 4872

Other funds holding UPB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
SEB Asset Management
SEB Asset Management Stockholm $27B AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

IFP Advisors's UPB Position: Q3 2026 in Review

IFP Advisors reduced its Upstream Bio Inc (UPB) stake by 63% in Q3 2026, selling an estimated $995 and leaving 90 shares worth $474. The position accounts for ﹤0.01% of the portfolio, ranked #4695.

IFP Advisors first reported a position in UPB in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.68K in Q2 2026. 67 funds tracked by Wall St. Rank hold UPB as of Q3 2026.

  • IFP Advisors held 90 shares of Upstream Bio Inc worth $474 as of Q3 2026.
  • IFP Advisors sold 152 Upstream Bio Inc shares in Q3 2026, an estimated $995.
  • Upstream Bio Inc made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4695 holding.
  • IFP Advisors first reported a position in Upstream Bio Inc in Q2 2025 and has held it in 6 quarters since.
  • IFP Advisors's Upstream Bio Inc position peaked at $1.68K in Q2 2026.
  • 67 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.