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Ameritas Investment Partners’s AlTi Global ALTI Stock Holding History

Ameritas Investment Partners’s Portfolio ALTI Stock Details ALTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.7K Hold
4,345
– – ﹤0.01% 2707
2025
Q4 		$20.2K Hold
4,345
– – ﹤0.01% 2639
2025
Q3 		$15.5K Hold
4,345
– – ﹤0.01% 2788
2025
Q2 		$18K Buy
4,345
+2,608
+150% +$8.99K ﹤0.01% 2707
2025
Q1 		$5.28K Hold
1,737
– – ﹤0.01% 2961
2024
Q4 		$7.66K Hold
1,737
– – ﹤0.01% 2970
2024
Q3 		$6.5K Hold
1,737
– – ﹤0.01% 3005
2024
Q2 		$9.05K Hold
1,737
– – ﹤0.01% 2958
2024
Q1 		$9.83K Hold
1,737
– – ﹤0.01% 2817
2023
Q4 		$15.2K Hold
1,737
– – ﹤0.01% 2704
2023
Q3 		$12.1K Hold
1,737
– – ﹤0.01% 2755
2023
Q2 		$13.3K Buy
+1,737
New +$12.2K ﹤0.01% 2782

Other funds holding ALTI

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameritas Investment Partners's ALTI Position: Q1 2026 in Review

Ameritas Investment Partners held its AlTi Global (ALTI) position steady in Q1 2026 at 4,345 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2707.

Ameritas Investment Partners first reported a position in ALTI in Q2 2023 and has held it in 12 quarters since. The position peaked at $20.2K in Q4 2025. 83 funds tracked by Wall St. Rank hold ALTI as of Q1 2026.

  • Ameritas Investment Partners held 4,345 shares of AlTi Global worth $15.7K as of Q1 2026.
  • Ameritas Investment Partners left its AlTi Global share count unchanged in Q1 2026.
  • AlTi Global made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #2707 holding.
  • Ameritas Investment Partners first reported a position in AlTi Global in Q2 2023 and has held it in 12 quarters since.
  • Ameritas Investment Partners's AlTi Global position peaked at $20.2K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held AlTi Global as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.