STA
ALTI icon

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
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 $9.02B 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

Summit Trail Advisors's ALTI Position: Q1 2026 in Review

Summit Trail Advisors held its AlTi Global (ALTI) position steady in Q1 2026 at 101,039 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #1259.

Summit Trail Advisors first reported a position in ALTI in Q2 2025 and has held it in 4 quarters since. The position peaked at $469K in Q4 2025. 83 funds tracked by Wall St. Rank hold ALTI as of Q1 2026.

  • Summit Trail Advisors held 101,039 shares of AlTi Global worth $366K as of Q1 2026.
  • Summit Trail Advisors left its AlTi Global share count unchanged in Q1 2026.
  • AlTi Global made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1259 holding.
  • Summit Trail Advisors first reported a position in AlTi Global in Q2 2025 and has held it in 4 quarters since.
  • Summit Trail Advisors's AlTi Global position peaked at $469K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held AlTi Global as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.