Root Financial Partners
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Root Financial Partners’s Upstream Bio Inc UPB Stock Holding History

Root Financial Partners’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 		$16 Buy
+3
New +$20 ﹤0.01% 3794
2026
Q2 		– Sell
-20
Closed -$180 – 3369
2026
Q1 		$180 Buy
+20
New +$360 ﹤0.01% 3174

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STRS Ohio
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China Universal Asset Management Company
China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GF Fund Management
GF Fund Management Guangzhou, China $7.72B AUM 122.96% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Root Financial Partners's UPB Position: Q3 2026 in Review

Root Financial Partners opened a new position in Upstream Bio Inc (UPB) in Q3 2026: 3 shares worth $16. The stake represents ﹤0.01% of the portfolio and ranks #3794 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in UPB as recently as Q1 2026.

Root Financial Partners first reported a position in UPB in Q1 2026 and has held it in 2 quarters since. The position peaked at $180 in Q1 2026. 20 funds tracked by Wall St. Rank hold UPB as of Q3 2026.

  • Root Financial Partners held 3 shares of Upstream Bio Inc worth $16 as of Q3 2026.
  • Upstream Bio Inc was a new Root Financial Partners position in Q3 2026.
  • Upstream Bio Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3794 holding.
  • Root Financial Partners first reported a position in Upstream Bio Inc in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Upstream Bio Inc position peaked at $180 in Q1 2026.
  • 20 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.