Granite FO LLC’s AlTi Global ALTI Stock Holding History

Granite FO LLC’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	$45.4K	Sell	15,180 -4,250	-22%	-$15.4K	0.02%	79
2026 Q2	$70.1K	Hold	19,430	–	–	0.04%	73
2026 Q1	$70.3K	Hold	19,430	–	–	0.04%	72
2025 Q4	$90.2K	Hold	19,430	–	–	0.05%	69
2025 Q3	$69.2K	Hold	19,430	–	–	0.04%	80
2025 Q2	$80.6K	Hold	19,430	–	–	0.05%	73
2025 Q1	$59.1K	Buy	19,430 +3,600	+23%	+$12.9K	0.03%	82
2024 Q4	$69.8K	Buy	15,830 +10,830	+217%	+$45.9K	0.04%	77
2024 Q3	$18.7K	Buy	+5,000	New	+$21.6K	0.01%	107
2024 Q2	–	Sell	-5,000	Closed	-$20.6K	–	58
2024 Q1	$20.6K	Buy	+5,000	New	+$30.8K	0.01%	109

Other funds holding ALTI

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 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

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

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Granite FO LLC's ALTI Position: Q3 2026 in Review

Granite FO LLC reduced its AlTi Global (ALTI) stake by 22% in Q3 2026, selling an estimated $15.4K and leaving 15,180 shares worth $45.4K. The position accounts for 0.02% of the portfolio, ranked #79.

Granite FO LLC first reported a position in ALTI in Q1 2024 and has held it in 10 quarters since. The position peaked at $90.2K in Q4 2025. 12 funds tracked by Wall St. Rank hold ALTI as of Q3 2026.

Granite FO LLC held 15,180 shares of AlTi Global worth $45.4K as of Q3 2026.
Granite FO LLC sold 4,250 AlTi Global shares in Q3 2026, an estimated $15.4K.
AlTi Global made up 0.02% of Granite FO LLC's portfolio in Q3 2026, its #79 holding.
Granite FO LLC first reported a position in AlTi Global in Q1 2024 and has held it in 10 quarters since.
Granite FO LLC's AlTi Global position peaked at $90.2K in Q4 2025.
12 funds tracked by Wall St. Rank held AlTi Global as of Q3 2026.

Based on Granite FO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.