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Summit Trail Advisors’s AlTi Global ALTI Stock Holding History

Summit Trail 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 		$395K Buy
109,339
+8,300
+8% +$28.7K 0.01% 1285
2026
Q1 		$366K Hold
101,039
– – 0.01% 1259
2025
Q4 		$469K Hold
101,039
– – 0.01% 1098
2025
Q3 		$360K Hold
101,039
– – 0.01% 1161
2025
Q2 		$419K Buy
+101,039
New +$348K 0.01% 796

Other funds holding ALTI

A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
BlueCrest Capital Management St Helier, Jersey $3.04B AUM 26.78% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

Summit Trail Advisors's ALTI Position: Q2 2026 in Review

Summit Trail Advisors increased its AlTi Global (ALTI) stake by 8.2% in Q2 2026, buying an estimated $28.7K and bringing the position to 109,339 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #1285.

Summit Trail Advisors first reported a position in ALTI in Q2 2025 and has held it in 5 quarters since. The position peaked at $469K in Q4 2025. 75 funds tracked by Wall St. Rank hold ALTI as of Q2 2026.

  • Summit Trail Advisors held 109,339 shares of AlTi Global worth $395K as of Q2 2026.
  • Summit Trail Advisors bought 8,300 AlTi Global shares in Q2 2026, an estimated $28.7K.
  • AlTi Global made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1285 holding.
  • Summit Trail Advisors first reported a position in AlTi Global in Q2 2025 and has held it in 5 quarters since.
  • Summit Trail Advisors's AlTi Global position peaked at $469K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held AlTi Global as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.