Simplex Trading
ALTI icon

Simplex Trading’s AlTi Global ALTI Stock Holding History

Simplex Trading’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 		– Sell
-9,100
Closed -$42.2K – 8964
2025
Q4 		$42.2K Buy
+9,100
New +$37.6K ﹤0.01% 5817

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

Simplex Trading's ALTI Position: Q1 2026 in Review

Simplex Trading reduced its AlTi Global (ALTI) stake by 71% in Q1 2026, selling an estimated $105K and leaving 10,056 shares worth $36.4K. The position accounts for ﹤0.01% of the portfolio, ranked #6191.

Simplex Trading first reported a position in ALTI in Q3 2025 and has held it in 3 quarters since. The position peaked at $162K in Q4 2025. 83 funds tracked by Wall St. Rank hold ALTI as of Q1 2026.

  • Simplex Trading held 10,056 shares of AlTi Global worth $36.4K as of Q1 2026.
  • Simplex Trading sold 24,804 AlTi Global shares in Q1 2026, an estimated $105K.
  • AlTi Global made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #6191 holding.
  • Simplex Trading first reported a position in AlTi Global in Q3 2025 and has held it in 3 quarters since.
  • Simplex Trading's AlTi Global position peaked at $162K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held AlTi Global as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.