IFP Advisors’s AlTi Global ALTI Stock Holding History

IFP 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	$253	Buy	70 +6	+9%	+$21	﹤0.01%	4817
2026 Q1	$232	Buy	64 +30	+88%	+$127	﹤0.01%	4593
2025 Q4	$158	Buy	34 +2	+6%	+$8	﹤0.01%	4514
2025 Q3	$114	Hold	32	–	–	﹤0.01%	4521
2025 Q2	$133	Buy	+32	New	+$110	﹤0.01%	4696

Other funds holding ALTI

GFL

Granite FO LLC Bedford, New Hampshire $189M AUM 56.18% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

IFP Advisors's ALTI Position: Q2 2026 in Review

IFP Advisors increased its AlTi Global (ALTI) stake by 9.4% in Q2 2026, buying an estimated $21 and bringing the position to 70 shares worth $253. The position accounts for ﹤0.01% of the portfolio, ranked #4817.

IFP Advisors first reported a position in ALTI in Q2 2025 and has held it in 5 quarters since. 5 funds tracked by Wall St. Rank hold ALTI as of Q2 2026.

IFP Advisors held 70 shares of AlTi Global worth $253 as of Q2 2026.
IFP Advisors bought 6 AlTi Global shares in Q2 2026, an estimated $21.
AlTi Global made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4817 holding.
IFP Advisors first reported a position in AlTi Global in Q2 2025 and has held it in 5 quarters since.
5 funds tracked by Wall St. Rank held AlTi Global as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.