SBI Securities
ALTI icon

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
Q3 		$21 Hold
7
– – ﹤0.01% 3901
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

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
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
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 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

SBI Securities's ALTI Position: Q3 2026 in Review

SBI Securities held its AlTi Global (ALTI) position steady in Q3 2026 at 7 shares worth $21. The position accounts for ﹤0.01% of the portfolio, ranked #3901.

SBI Securities first reported a position in ALTI in Q4 2024 and has held it in 8 quarters since. The position peaked at $32 in Q4 2025. 8 funds tracked by Wall St. Rank hold ALTI as of Q3 2026.

  • SBI Securities held 7 shares of AlTi Global worth $21 as of Q3 2026.
  • SBI Securities left its AlTi Global share count unchanged in Q3 2026.
  • AlTi Global made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #3901 holding.
  • SBI Securities first reported a position in AlTi Global in Q4 2024 and has held it in 8 quarters since.
  • SBI Securities's AlTi Global position peaked at $32 in Q4 2025.
  • 8 funds tracked by Wall St. Rank held AlTi Global as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.