SS
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
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 $9.02B AUM 28.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SBI Securities's ALTI Position: Q1 2026 in Review

SBI Securities held its AlTi Global (ALTI) position steady in Q1 2026 at 7 shares worth $25. The position accounts for ﹤0.01% of the portfolio, ranked #3718.

SBI Securities first reported a position in ALTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $32 in Q4 2025. 83 funds tracked by Wall St. Rank hold ALTI as of Q1 2026.

  • SBI Securities held 7 shares of AlTi Global worth $25 as of Q1 2026.
  • SBI Securities left its AlTi Global share count unchanged in Q1 2026.
  • AlTi Global made up ﹤0.01% of SBI Securities's portfolio in Q1 2026, its #3718 holding.
  • SBI Securities first reported a position in AlTi Global in Q4 2024 and has held it in 6 quarters since.
  • SBI Securities's AlTi Global position peaked at $32 in Q4 2025.
  • 83 funds tracked by Wall St. Rank held AlTi Global as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.