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SBI Securities’s AlTi Global ALTI Stock Holding History

SBI Securities’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 		$25 Hold
7
– – ﹤0.01% 3803
2026
Q1 		$25 Hold
7
– – ﹤0.01% 3718
2025
Q4 		$32 Sell
7
-1
-13% -$4 ﹤0.01% 3674
2025
Q3 		$28 Buy
8
+1
+14% +$4 ﹤0.01% 3846
2025
Q2 		$29 Hold
7
– – ﹤0.01% 3833
2025
Q1 		$21 Hold
7
– – ﹤0.01% 3843
2024
Q4 		$31 Buy
+7
New +$30 ﹤0.01% 3738

Other funds holding ALTI

A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
BlueCrest Capital Management St Helier, Jersey $3.04B AUM 26.78% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

SBI Securities's ALTI Position: Q2 2026 in Review

SBI Securities held its AlTi Global (ALTI) position steady in Q2 2026 at 7 shares worth $25. The position accounts for ﹤0.01% of the portfolio, ranked #3803.

SBI Securities first reported a position in ALTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $32 in Q4 2025. 76 funds tracked by Wall St. Rank hold ALTI as of Q2 2026.

  • SBI Securities held 7 shares of AlTi Global worth $25 as of Q2 2026.
  • SBI Securities left its AlTi Global share count unchanged in Q2 2026.
  • AlTi Global made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3803 holding.
  • SBI Securities first reported a position in AlTi Global in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's AlTi Global position peaked at $32 in Q4 2025.
  • 76 funds tracked by Wall St. Rank held AlTi Global as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.