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Steward Partners Investment Advisory’s AlTi Global ALTI Stock Holding History

Steward Partners Investment Advisory’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
-1,500
Closed -$6.96K – 4419
2025
Q4 		$6.96K Hold
1,500
– – ﹤0.01% 3586
2025
Q3 		$5.34K Hold
1,500
– – ﹤0.01% 3635
2025
Q2 		$6.22K Hold
1,500
– – ﹤0.01% 3401
2025
Q1 		$4.56K Sell
1,500
-500
-25% -$1.79K ﹤0.01% 3403
2024
Q4 		$8.82K Buy
+2,000
New +$8.48K ﹤0.01% 3149

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

Steward Partners Investment Advisory's ALTI Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of AlTi Global (ALTI) in Q1 2026, closing a stake of 1,500 shares — an estimated $6.96K sold.

Steward Partners Investment Advisory first reported a position in ALTI in Q4 2024 and held it in 5 quarters. The position peaked at $8.82K in Q4 2024. 83 funds tracked by Wall St. Rank hold ALTI as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining AlTi Global position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,500 AlTi Global shares in Q1 2026, an estimated $6.96K.
  • Steward Partners Investment Advisory first reported a position in AlTi Global in Q4 2024 and held it in 5 quarters.
  • Steward Partners Investment Advisory's AlTi Global position peaked at $8.82K in Q4 2024.
  • 83 funds tracked by Wall St. Rank held AlTi Global as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.