AB
ALTI icon

Amalgamated Bank’s AlTi Global ALTI Stock Holding History

Amalgamated Bank’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 		– Sell
-1,359
Closed -$6K – 1668
2025
Q4 		$6K Buy
1,359
+169
+14% +$697 ﹤0.01% 2620
2025
Q3 		$4K Hold
1,190
– – ﹤0.01% 2812
2025
Q2 		$5K Hold
1,190
– – ﹤0.01% 2711
2025
Q1 		$4K Buy
1,190
+481
+68% +$1.72K ﹤0.01% 2705
2024
Q4 		$3K Hold
709
– – ﹤0.01% 2826
2024
Q3 		$3K Hold
709
– – ﹤0.01% 2862
2024
Q2 		$4K Hold
709
– – ﹤0.01% 2824
2024
Q1 		$4K Sell
709
-2,269
-76% -$14K ﹤0.01% 2758
2023
Q4 		$26K Sell
2,978
-211
-7% -$1.59K ﹤0.01% 2524
2023
Q3 		$22K Hold
3,189
– – ﹤0.01% 2604
2023
Q2 		$24K Buy
+3,189
New +$22.3K ﹤0.01% 2636

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

Amalgamated Bank's ALTI Position: Q1 2026 in Review

Amalgamated Bank sold out of AlTi Global (ALTI) in Q1 2026, closing a stake of 1,359 shares — an estimated $6K sold.

Amalgamated Bank first reported a position in ALTI in Q2 2023 and held it in 11 quarters. The position peaked at $26K in Q4 2023. 83 funds tracked by Wall St. Rank hold ALTI as of Q1 2026.

  • Amalgamated Bank reported no remaining AlTi Global position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 1,359 AlTi Global shares in Q1 2026, an estimated $6K.
  • Amalgamated Bank first reported a position in AlTi Global in Q2 2023 and held it in 11 quarters.
  • Amalgamated Bank's AlTi Global position peaked at $26K in Q4 2023.
  • 83 funds tracked by Wall St. Rank held AlTi Global as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.