Phoenix Financial’s Upexi UPXI Stock Holding History

Phoenix Financial’s Portfolio UPXI Stock Details UPXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-52,000	Closed	-$87.3K	–	530
2025 Q4	$87.3K	Sell	52,000 -18,000	-26%	-$68K	﹤0.01%	456
2025 Q3	$404K	Buy	+70,000	New	+$426K	﹤0.01%	324

Other funds holding UPXI

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ACM

Arrington Capital Management Miami, Florida $163M AUM

MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.44% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Phoenix Financial's UPXI Position: Q1 2026 in Review

Phoenix Financial sold out of Upexi (UPXI) in Q1 2026, closing a stake of 52,000 shares — an estimated $87.3K sold.

Phoenix Financial first reported a position in UPXI in Q3 2025 and held it in 2 quarters. The position peaked at $404K in Q3 2025. 55 funds tracked by Wall St. Rank hold UPXI as of Q1 2026.

Phoenix Financial reported no remaining Upexi position as of Q1 2026 after selling out during the quarter.
Phoenix Financial sold 52,000 Upexi shares in Q1 2026, an estimated $87.3K.
Phoenix Financial first reported a position in Upexi in Q3 2025 and held it in 2 quarters.
Phoenix Financial's Upexi position peaked at $404K in Q3 2025.
55 funds tracked by Wall St. Rank held Upexi as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.