Sterling Capital Management’s AlTi Global ALTI Stock Holding History

Sterling Capital Management’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	$2.6K	Sell	720 -712	-50%	-$2.46K	﹤0.01%	2917
2026 Q1	$5.18K	Sell	1,432 -1,062	-43%	-$4.49K	﹤0.01%	2714
2025 Q4	$11.6K	Sell	2,494 -443	-15%	-$1.83K	﹤0.01%	2534
2025 Q3	$10.5K	Buy	2,937 +1,943	+195%	+$8.06K	﹤0.01%	2462
2025 Q2	$4.13K	Buy	994 +374	+60%	+$1.29K	﹤0.01%	2615
2025 Q1	$1.89K	Sell	620 -525	-46%	-$1.88K	﹤0.01%	2625
2024 Q4	$5.05K	Buy	1,145 +1,038	+970%	+$4.4K	﹤0.01%	2463
2024 Q3	$400	Buy	+107	New	+$461	﹤0.01%	2959

Other funds holding ALTI

SQA

Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 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

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

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Sterling Capital Management's ALTI Position: Q2 2026 in Review

Sterling Capital Management reduced its AlTi Global (ALTI) stake by 50% in Q2 2026, selling an estimated $2.46K and leaving 720 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2917.

Sterling Capital Management first reported a position in ALTI in Q3 2024 and has held it in 8 quarters since. The position peaked at $11.6K in Q4 2025. 13 funds tracked by Wall St. Rank hold ALTI as of Q2 2026.

Sterling Capital Management held 720 shares of AlTi Global worth $2.6K as of Q2 2026.
Sterling Capital Management sold 712 AlTi Global shares in Q2 2026, an estimated $2.46K.
AlTi Global made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #2917 holding.
Sterling Capital Management first reported a position in AlTi Global in Q3 2024 and has held it in 8 quarters since.
Sterling Capital Management's AlTi Global position peaked at $11.6K in Q4 2025.
13 funds tracked by Wall St. Rank held AlTi Global as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.