EverSource Wealth Advisors
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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
Q2 		$1.56K Buy
432
+198
+85% +$685 ﹤0.01% 3817
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

Allianz
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlueCrest Capital Management
BlueCrest Capital Management St Helier, Jersey $3.04B AUM 26.78% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

EverSource Wealth Advisors's ALTI Position: Q2 2026 in Review

EverSource Wealth Advisors increased its AlTi Global (ALTI) stake by 85% in Q2 2026, buying an estimated $685 and bringing the position to 432 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #3817.

EverSource Wealth Advisors first reported a position in ALTI in Q4 2024 and has held it in 7 quarters since. 75 funds tracked by Wall St. Rank hold ALTI as of Q2 2026.

  • EverSource Wealth Advisors held 432 shares of AlTi Global worth $1.56K as of Q2 2026.
  • EverSource Wealth Advisors bought 198 AlTi Global shares in Q2 2026, an estimated $685.
  • AlTi Global made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3817 holding.
  • EverSource Wealth Advisors first reported a position in AlTi Global in Q4 2024 and has held it in 7 quarters since.
  • 75 funds tracked by Wall St. Rank held AlTi Global as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.