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Allworth Financial’s AlTi Global ALTI Stock Holding History

Allworth Financial’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 		$254 Buy
+70
New +$296 ﹤0.01% 4877
2025
Q4 		– Sell
-5
Closed -$18 – 5014
2025
Q3 		$18 Buy
+5
New +$21 ﹤0.01% 4835

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

Allworth Financial's ALTI Position: Q1 2026 in Review

Allworth Financial opened a new position in AlTi Global (ALTI) in Q1 2026: 70 shares worth $254. The stake represents ﹤0.01% of the portfolio and ranks #4877 among its holdings. This is a return to the name: Allworth Financial previously reported a position in ALTI as recently as Q3 2025.

Allworth Financial first reported a position in ALTI in Q3 2025 and has held it in 2 quarters since. 83 funds tracked by Wall St. Rank hold ALTI as of Q1 2026.

  • Allworth Financial held 70 shares of AlTi Global worth $254 as of Q1 2026.
  • AlTi Global was a new Allworth Financial position in Q1 2026.
  • AlTi Global made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4877 holding.
  • Allworth Financial first reported a position in AlTi Global in Q3 2025 and has held it in 2 quarters since.
  • 83 funds tracked by Wall St. Rank held AlTi Global as of Q1 2026.

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