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EverSource Wealth Advisors’s AlTi Global ALTI Stock Holding History

EverSource Wealth Advisors’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 		$849 Buy
234
+105
+81% +$443 ﹤0.01% 3909
2025
Q4 		$599 Buy
129
+4
+3% +$17 ﹤0.01% 3833
2025
Q3 		$445 Buy
125
+6
+5% +$25 ﹤0.01% 3980
2025
Q2 		$494 Buy
119
+36
+43% +$124 ﹤0.01% 3902
2025
Q1 		$252 Buy
83
+66
+388% +$236 ﹤0.01% 3647
2024
Q4 		$75 Buy
+17
New +$72 ﹤0.01% 3591

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

EverSource Wealth Advisors's ALTI Position: Q1 2026 in Review

EverSource Wealth Advisors increased its AlTi Global (ALTI) stake by 81% in Q1 2026, buying an estimated $443 and bringing the position to 234 shares worth $849. The position accounts for ﹤0.01% of the portfolio, ranked #3909.

EverSource Wealth Advisors first reported a position in ALTI in Q4 2024 and has held it in 6 quarters since. 83 funds tracked by Wall St. Rank hold ALTI as of Q1 2026.

  • EverSource Wealth Advisors held 234 shares of AlTi Global worth $849 as of Q1 2026.
  • EverSource Wealth Advisors bought 105 AlTi Global shares in Q1 2026, an estimated $443.
  • AlTi Global made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3909 holding.
  • EverSource Wealth Advisors first reported a position in AlTi Global in Q4 2024 and has held it in 6 quarters since.
  • 83 funds tracked by Wall St. Rank held AlTi Global as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.