Bank of America
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Bank of America’s AlTi Global ALTI Stock Holding History

Bank of America’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 		$152K Sell
42,058
-2,606
-6% -$11K ﹤0.01% 5441
2025
Q4 		$207K Buy
44,664
+13,111
+42% +$54.1K ﹤0.01% 5331
2025
Q3 		$112K Buy
31,553
+6,938
+28% +$28.8K ﹤0.01% 6552
2025
Q2 		$102K Sell
24,615
-330
-1% -$1.14K ﹤0.01% 6512
2025
Q1 		$75.8K Sell
24,945
-15,555
-38% -$55.7K ﹤0.01% 6611
2024
Q4 		$179K Buy
40,500
+13,542
+50% +$57.4K ﹤0.01% 6167
2024
Q3 		$101K Buy
26,958
+6,048
+29% +$26.1K ﹤0.01% 6322
2024
Q2 		$109K Buy
20,910
+12,710
+155% +$61.1K ﹤0.01% 6220
2024
Q1 		$46.4K Sell
8,200
-25,431
-76% -$157K ﹤0.01% 6542
2023
Q4 		$295K Buy
33,631
+16,502
+96% +$124K ﹤0.01% 5845
2023
Q3 		$119K Buy
17,129
+13,661
+394% +$101K ﹤0.01% 6175
2023
Q2 		$26.6K Sell
3,468
-17,928
-84% -$126K ﹤0.01% 6638
2023
Q1 		$268K Sell
21,396
-296,203
-93% -$2.98M ﹤0.01% 5767
2022
Q4 		$3.47M Hold
317,599
– – ﹤0.01% 3755
2022
Q3 		$3.15M Hold
317,599
– – ﹤0.01% 3850
2022
Q2 		$3.12M Hold
317,599
– – ﹤0.01% 3881
2022
Q1 		$3.13M Hold
317,599
– – ﹤0.01% 4126
2021
Q4 		$3.14M Hold
317,599
– – ﹤0.01% 4112
2021
Q3 		$3.13M Hold
317,599
– – ﹤0.01% 4030
2021
Q2 		$3.07M Buy
+317,599
New +$3.09M ﹤0.01% 3960

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

Bank of America's ALTI Position: Q1 2026 in Review

Bank of America reduced its AlTi Global (ALTI) stake by 5.8% in Q1 2026, selling an estimated $11K and leaving 42,058 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #5441.

Bank of America first reported a position in ALTI in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.47M in Q4 2022. 83 funds tracked by Wall St. Rank hold ALTI as of Q1 2026.

  • Bank of America held 42,058 shares of AlTi Global worth $152K as of Q1 2026.
  • Bank of America sold 2,606 AlTi Global shares in Q1 2026, an estimated $11K.
  • AlTi Global made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #5441 holding.
  • Bank of America first reported a position in AlTi Global in Q2 2021 and has held it in 20 quarters since.
  • Bank of America's AlTi Global position peaked at $3.47M in Q4 2022.
  • 83 funds tracked by Wall St. Rank held AlTi Global as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.