Osaic Holdings
MMA

Osaic Holdings’s Alta Global Group MMA Stock Holding History

Osaic Holdings’s Portfolio MMA Stock Details MMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,000
Closed -$4.45K – 8243
2025
Q3 		$4.45K Buy
+5,000
New +$5.81K ﹤0.01% 6816

Other funds holding MMA

NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CC
Centiva Capital New York $13.6B AUM 20% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CTA
Colonial Trust Advisors Spartanburg, South Carolina $1.29B AUM 19.9% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings's MMA Position: Q4 2025 in Review

Osaic Holdings sold out of Alta Global Group (MMA) in Q4 2025, closing a stake of 5,000 shares — an estimated $4.45K sold.

Osaic Holdings first reported a position in MMA in Q3 2025 and held it in 1 quarter. The position peaked at $4.45K in Q3 2025. 9 funds tracked by Wall St. Rank hold MMA as of Q4 2025.

  • Osaic Holdings reported no remaining Alta Global Group position as of Q4 2025 after selling out during the quarter.
  • Osaic Holdings sold 5,000 Alta Global Group shares in Q4 2025, an estimated $4.45K.
  • Osaic Holdings first reported a position in Alta Global Group in Q3 2025 and held it in 1 quarter.
  • Osaic Holdings's Alta Global Group position peaked at $4.45K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Alta Global Group as of Q4 2025.

Based on Osaic Holdings's 13F filing for Q4 2025, filed 17 Feb 2026.