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BOK Financial’s AlTi Global ALTI Stock Holding History

BOK 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
Q2 		$1.29M Hold
357,536
– – 0.02% 402
2026
Q1 		$1.29M Sell
357,536
-29,795
-8% -$126K 0.02% 388
2025
Q4 		$1.8M Sell
387,331
-208,563
-35% -$861K 0.03% 333
2025
Q3 		$2.12M Hold
595,894
– – 0.03% 333
2025
Q2 		$2.47M Hold
595,894
– – 0.04% 310
2025
Q1 		$1.81M Hold
595,894
– – 0.03% 359
2024
Q4 		$2.41M Buy
+595,894
New +$2.53M 0.04% 309

Other funds holding ALTI

A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
BlueCrest Capital Management St Helier, Jersey $3.04B AUM 26.78% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BOK Financial's ALTI Position: Q2 2026 in Review

BOK Financial held its AlTi Global (ALTI) position steady in Q2 2026 at 357,536 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #402.

BOK Financial first reported a position in ALTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.47M in Q2 2025. 75 funds tracked by Wall St. Rank hold ALTI as of Q2 2026.

  • BOK Financial held 357,536 shares of AlTi Global worth $1.29M as of Q2 2026.
  • BOK Financial left its AlTi Global share count unchanged in Q2 2026.
  • AlTi Global made up 0.02% of BOK Financial's portfolio in Q2 2026, its #402 holding.
  • BOK Financial first reported a position in AlTi Global in Q4 2024 and has held it in 7 quarters since.
  • BOK Financial's AlTi Global position peaked at $2.47M in Q2 2025.
  • 75 funds tracked by Wall St. Rank held AlTi Global as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.