IFP Advisors
ALTI icon

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
Q3 		$135 Sell
45
-25
-36% -$91 ﹤0.01% 4935
2026
Q2 		$253 Buy
70
+6
+9% +$21 ﹤0.01% 4815
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

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Granite FO LLC
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Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

IFP Advisors's ALTI Position: Q3 2026 in Review

IFP Advisors reduced its AlTi Global (ALTI) stake by 36% in Q3 2026, selling an estimated $91 and leaving 45 shares worth $135. The position accounts for ﹤0.01% of the portfolio, ranked #4935.

IFP Advisors first reported a position in ALTI in Q2 2025 and has held it in 6 quarters since. The position peaked at $253 in Q2 2026. 12 funds tracked by Wall St. Rank hold ALTI as of Q3 2026.

  • IFP Advisors held 45 shares of AlTi Global worth $135 as of Q3 2026.
  • IFP Advisors sold 25 AlTi Global shares in Q3 2026, an estimated $91.
  • AlTi Global made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4935 holding.
  • IFP Advisors first reported a position in AlTi Global in Q2 2025 and has held it in 6 quarters since.
  • IFP Advisors's AlTi Global position peaked at $253 in Q2 2026.
  • 12 funds tracked by Wall St. Rank held AlTi Global as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.