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Sunbelt Securities’s AlTi Global ALTI Stock Holding History

Sunbelt Securities’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 		$36 Sell
10
-1
-9% -$4 ﹤0.01% 2815
2025
Q4 		$51 Buy
11
+1
+10% +$4 ﹤0.01% 2638
2025
Q3 		$36 Buy
+10
New +$41 ﹤0.01% 2621

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

Sunbelt Securities's ALTI Position: Q1 2026 in Review

Sunbelt Securities reduced its AlTi Global (ALTI) stake by 9.1% in Q1 2026, selling an estimated $4 and leaving 10 shares worth $36. The position accounts for ﹤0.01% of the portfolio, ranked #2815.

Sunbelt Securities first reported a position in ALTI in Q3 2025 and has held it in 3 quarters since. The position peaked at $51 in Q4 2025. 83 funds tracked by Wall St. Rank hold ALTI as of Q1 2026.

  • Sunbelt Securities held 10 shares of AlTi Global worth $36 as of Q1 2026.
  • Sunbelt Securities sold 1 AlTi Global share in Q1 2026, an estimated $4.
  • AlTi Global made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2815 holding.
  • Sunbelt Securities first reported a position in AlTi Global in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's AlTi Global position peaked at $51 in Q4 2025.
  • 83 funds tracked by Wall St. Rank held AlTi Global as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.