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SBI Securities’s Upexi UPXI Stock Holding History

SBI Securities’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
Q2 		$1.24K Sell
1,581
-185
-10% -$215 ﹤0.01% 2718
2026
Q1 		$1.74K Sell
1,766
-67,320
-97% -$90.2K ﹤0.01% 2467
2025
Q4 		$116K Sell
69,086
-13,205
-16% -$49.9K ﹤0.01% 796
2025
Q3 		$475K Buy
82,291
+80,060
+3,589% +$487K 0.01% 401
2025
Q2 		$6.65K Buy
2,231
+2,006
+892% +$17.4K ﹤0.01% 1862
2025
Q1 		$470 Buy
225
+219
+3,650% +$723 ﹤0.01% 2892
2024
Q4 		$21 Buy
+6
New +$28 ﹤0.01% 3825

Other funds holding UPXI

ACM
Arrington Capital Management Miami, Florida $163M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
STA
Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return

SBI Securities's UPXI Position: Q2 2026 in Review

SBI Securities reduced its Upexi (UPXI) stake by 10% in Q2 2026, selling an estimated $215 and leaving 1,581 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #2718.

SBI Securities first reported a position in UPXI in Q4 2024 and has held it in 7 quarters since. The position peaked at $475K in Q3 2025. 22 funds tracked by Wall St. Rank hold UPXI as of Q2 2026.

  • SBI Securities held 1,581 shares of Upexi worth $1.24K as of Q2 2026.
  • SBI Securities sold 185 Upexi shares in Q2 2026, an estimated $215.
  • Upexi made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2718 holding.
  • SBI Securities first reported a position in Upexi in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Upexi position peaked at $475K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held Upexi as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.