Cerity Partners
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Cerity Partners’s AlTi Global ALTI Stock Holding History

Cerity Partners’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 		$41.4K Buy
+11,428
New +$48.3K ﹤0.01% 3125

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

Cerity Partners's ALTI Position: Q1 2026 in Review

Cerity Partners opened a new position in AlTi Global (ALTI) in Q1 2026: 11,428 shares worth $41.4K. The stake represents ﹤0.01% of the portfolio and ranks #3125 among its holdings.

83 funds tracked by Wall St. Rank hold ALTI as of Q1 2026.

  • Cerity Partners held 11,428 shares of AlTi Global worth $41.4K as of Q1 2026.
  • AlTi Global was a new Cerity Partners position in Q1 2026.
  • AlTi Global made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #3125 holding.
  • 83 funds tracked by Wall St. Rank held AlTi Global as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.