AllianceBernstein
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AllianceBernstein’s AlTi Global ALTI Stock Holding History

AllianceBernstein’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 		$157K Buy
33,860
+1,500
+5% +$6.33K ﹤0.01% 3099
2025
Q4 		$150K Hold
32,360
– – ﹤0.01% 3117
2025
Q3 		$115K Hold
32,360
– – ﹤0.01% 3171
2025
Q2 		$134K Buy
32,360
+10,500
+48% +$36.2K ﹤0.01% 3129
2025
Q1 		$66.5K Hold
21,860
– – ﹤0.01% 3102
2024
Q4 		$96.4K Hold
21,860
– – ﹤0.01% 3127
2024
Q3 		$81.8K Buy
21,860
+1,080
+5% +$4.66K ﹤0.01% 3153
2024
Q2 		$108K Buy
+20,780
New +$99.9K ﹤0.01% 3114

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

AllianceBernstein's ALTI Position: Q1 2026 in Review

AllianceBernstein increased its AlTi Global (ALTI) stake by 4.6% in Q1 2026, buying an estimated $6.33K and bringing the position to 33,860 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #3099.

AllianceBernstein first reported a position in ALTI in Q2 2024 and has held it in 8 quarters since. 83 funds tracked by Wall St. Rank hold ALTI as of Q1 2026.

  • AllianceBernstein held 33,860 shares of AlTi Global worth $157K as of Q1 2026.
  • AllianceBernstein bought 1,500 AlTi Global shares in Q1 2026, an estimated $6.33K.
  • AlTi Global made up ﹤0.01% of AllianceBernstein's portfolio in Q1 2026, its #3099 holding.
  • AllianceBernstein first reported a position in AlTi Global in Q2 2024 and has held it in 8 quarters since.
  • 83 funds tracked by Wall St. Rank held AlTi Global as of Q1 2026.

Based on AllianceBernstein's 13F filing for Q1 2026, filed 15 May 2026.