AG
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AlTi Global’s AlTi Global ALTI Stock Holding History

AlTi Global’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 		$2.81M Sell
773,167
-7
-0% -$30 0.06% 133
2025
Q4 		$3.59M Buy
773,174
+4
+0% +$17 0.08% 116
2025
Q3 		$2.75M Buy
773,170
+3
+0% +$12 0.06% 137
2025
Q2 		$3.21M Hold
773,167
– – 0.08% 126
2025
Q1 		$2.35M Sell
773,167
-44,260
-5% -$159K 0.06% 129
2024
Q4 		$3.59M Sell
817,427
-17,975
-2% -$76.2K 0.09% 109
2024
Q3 		$3.12M Buy
835,402
+63,216
+8% +$272K 0.08% 120
2024
Q2 		$4.02M Buy
772,186
+11,216
+1% +$53.9K 0.11% 99
2024
Q1 		$4.31M Buy
760,970
+592,025
+350% +$3.65M 0.12% 97
2023
Q4 		$1.48M Buy
+168,945
New +$1.27M 0.05% 154

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AlTi Global's ALTI Position: Q1 2026 in Review

AlTi Global reduced its AlTi Global (ALTI) stake by 0% in Q1 2026, selling an estimated $30 and leaving 773,167 shares worth $2.81M. The position accounts for 0.06% of the portfolio, ranked #133.

AlTi Global first reported a position in ALTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.31M in Q1 2024. 83 funds tracked by Wall St. Rank hold ALTI as of Q1 2026.

  • AlTi Global held 773,167 shares of AlTi Global worth $2.81M as of Q1 2026.
  • AlTi Global sold 7 AlTi Global shares in Q1 2026, an estimated $30.
  • AlTi Global made up 0.06% of AlTi Global's portfolio in Q1 2026, its #133 holding.
  • AlTi Global first reported a position in AlTi Global in Q4 2023 and has held it in 10 quarters since.
  • AlTi Global's AlTi Global position peaked at $4.31M in Q1 2024.
  • 83 funds tracked by Wall St. Rank held AlTi Global as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.