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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
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 $9.02B 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
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

BOK Financial's ALTI Position: Q1 2026 in Review

BOK Financial reduced its AlTi Global (ALTI) stake by 7.7% in Q1 2026, selling an estimated $126K and leaving 357,536 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #388.

BOK Financial first reported a position in ALTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.47M in Q2 2025. 83 funds tracked by Wall St. Rank hold ALTI as of Q1 2026.

  • BOK Financial held 357,536 shares of AlTi Global worth $1.29M as of Q1 2026.
  • BOK Financial sold 29,795 AlTi Global shares in Q1 2026, an estimated $126K.
  • AlTi Global made up 0.02% of BOK Financial's portfolio in Q1 2026, its #388 holding.
  • BOK Financial first reported a position in AlTi Global in Q4 2024 and has held it in 6 quarters since.
  • BOK Financial's AlTi Global position peaked at $2.47M in Q2 2025.
  • 83 funds tracked by Wall St. Rank held AlTi Global as of Q1 2026.

Based on BOK Financial's 13F filing for Q1 2026, filed 8 May 2026.