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Simon Quick Advisors’s AlTi Global ALTI Stock Holding History

Simon Quick Advisors’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 		$93.6K Hold
25,938
– – ﹤0.01% 415
2026
Q1 		$93.9K Buy
+25,938
New +$110K ﹤0.01% 373
2025
Q1 		– Sell
-16,059
Closed -$70.8K – 612
2024
Q4 		$70.8K Hold
16,059
– – ﹤0.01% 481
2024
Q3 		$60.1K Sell
16,059
-25,000
-61% -$108K ﹤0.01% 433
2024
Q2 		$214K Buy
+41,059
New +$197K 0.02% 356

Other funds holding ALTI

GFL
Granite FO LLC Bedford, New Hampshire $189M AUM 56.18% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Simon Quick Advisors's ALTI Position: Q2 2026 in Review

Simon Quick Advisors held its AlTi Global (ALTI) position steady in Q2 2026 at 25,938 shares worth $93.6K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Simon Quick Advisors first reported a position in ALTI in Q2 2024 and has held it in 5 quarters since. The position peaked at $214K in Q2 2024. 13 funds tracked by Wall St. Rank hold ALTI as of Q2 2026.

  • Simon Quick Advisors held 25,938 shares of AlTi Global worth $93.6K as of Q2 2026.
  • Simon Quick Advisors left its AlTi Global share count unchanged in Q2 2026.
  • AlTi Global made up ﹤0.01% of Simon Quick Advisors's portfolio in Q2 2026, its #415 holding.
  • Simon Quick Advisors first reported a position in AlTi Global in Q2 2024 and has held it in 5 quarters since.
  • Simon Quick Advisors's AlTi Global position peaked at $214K in Q2 2024.
  • 13 funds tracked by Wall St. Rank held AlTi Global as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.