Root Financial Partners
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Root Financial Partners’s AlTi Global ALTI Stock Holding History

Root Financial Partners’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 		$170 Buy
+57
New +$207 ﹤0.01% 3548
2026
Q2 		– Sell
-4
Closed -$14 – 521
2026
Q1 		$14 Buy
+4
New +$17 ﹤0.01% 3447

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Farther Finance Advisors
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Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Provenance Wealth Advisors
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SBI Securities
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Root Financial Partners's ALTI Position: Q3 2026 in Review

Root Financial Partners opened a new position in AlTi Global (ALTI) in Q3 2026: 57 shares worth $170. The stake represents ﹤0.01% of the portfolio and ranks #3548 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ALTI as recently as Q1 2026.

Root Financial Partners first reported a position in ALTI in Q1 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold ALTI as of Q3 2026.

  • Root Financial Partners held 57 shares of AlTi Global worth $170 as of Q3 2026.
  • AlTi Global was a new Root Financial Partners position in Q3 2026.
  • AlTi Global made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3548 holding.
  • Root Financial Partners first reported a position in AlTi Global in Q1 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held AlTi Global as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.