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 Q2	$57.7K	Buy	15,982 +4,554	+40%	+$15.8K	﹤0.01%	3287
2026 Q1	$41.4K	Buy	+11,428	New	+$48.3K	﹤0.01%	3125

Other funds holding ALTI

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlueCrest Capital Management St Helier, Jersey $3.04B AUM 26.78% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

Cerity Partners's ALTI Position: Q2 2026 in Review

Cerity Partners increased its AlTi Global (ALTI) stake by 40% in Q2 2026, buying an estimated $15.8K and bringing the position to 15,982 shares worth $57.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3287.

Cerity Partners first reported a position in ALTI in Q1 2026 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold ALTI as of Q2 2026.

Cerity Partners held 15,982 shares of AlTi Global worth $57.7K as of Q2 2026.
Cerity Partners bought 4,554 AlTi Global shares in Q2 2026, an estimated $15.8K.
AlTi Global made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3287 holding.
Cerity Partners first reported a position in AlTi Global in Q1 2026 and has held it in 2 quarters since.
75 funds tracked by Wall St. Rank held AlTi Global as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.