Essential Partners’s AlTi Global ALTI Stock Holding History

Essential 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 Q3	$147	Buy	49 +28	+133%	+$102	﹤0.01%	2647
2026 Q2	$76	Sell	21 -98	-82%	-$339	﹤0.01%	2769
2026 Q1	$431	Buy	119 +100	+526%	+$422	﹤0.01%	2478
2025 Q4	$88	Buy	19 +3	+19%	+$12	﹤0.01%	2569
2025 Q3	$57	Buy	16 +10	+167%	+$41	﹤0.01%	2553
2025 Q2	$25	Buy	+6	New	+$21	﹤0.01%	2208

Other funds holding ALTI

GFL

Granite FO LLC Bedford, New Hampshire $186M AUM 45.65% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's ALTI Position: Q3 2026 in Review

Essential Partners increased its AlTi Global (ALTI) stake by 133% in Q3 2026, buying an estimated $102 and bringing the position to 49 shares worth $147. The position accounts for ﹤0.01% of the portfolio, ranked #2647.

Essential Partners first reported a position in ALTI in Q2 2025 and has held it in 6 quarters since. The position peaked at $431 in Q1 2026. 5 funds tracked by Wall St. Rank hold ALTI as of Q3 2026.

Essential Partners held 49 shares of AlTi Global worth $147 as of Q3 2026.
Essential Partners bought 28 AlTi Global shares in Q3 2026, an estimated $102.
AlTi Global made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2647 holding.
Essential Partners first reported a position in AlTi Global in Q2 2025 and has held it in 6 quarters since.
Essential Partners's AlTi Global position peaked at $431 in Q1 2026.
5 funds tracked by Wall St. Rank held AlTi Global as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.