Nisa Investment Advisors
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Nisa Investment Advisors’s AlTi Global ALTI Stock Holding History

Nisa Investment 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
2025
Q3 		– Sell
-58
Closed -$241 – 2986
2025
Q2 		$241 Buy
+58
New +$200 ﹤0.01% 2979
2025
Q1 		– Sell
-21
Closed -$93 – 2987
2024
Q4 		$93 Sell
21
-14
-40% -$59 ﹤0.01% 2986
2024
Q3 		$131 Buy
35
+21
+150% +$91 ﹤0.01% 2889
2024
Q2 		$73 Buy
+14
New +$67 ﹤0.01% 2889

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Nisa Investment Advisors's ALTI Position: Q3 2025 in Review

Nisa Investment Advisors sold out of AlTi Global (ALTI) in Q3 2025, closing a stake of 58 shares — an estimated $241 sold.

Nisa Investment Advisors first reported a position in ALTI in Q2 2024 and held it in 4 quarters. The position peaked at $241 in Q2 2025. 74 funds tracked by Wall St. Rank hold ALTI as of Q3 2025.

  • Nisa Investment Advisors reported no remaining AlTi Global position as of Q3 2025 after selling out during the quarter.
  • Nisa Investment Advisors sold 58 AlTi Global shares in Q3 2025, an estimated $241.
  • Nisa Investment Advisors first reported a position in AlTi Global in Q2 2024 and held it in 4 quarters.
  • Nisa Investment Advisors's AlTi Global position peaked at $241 in Q2 2025.
  • 74 funds tracked by Wall St. Rank held AlTi Global as of Q3 2025.

Based on Nisa Investment Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.