Citadel Advisors
ALTI icon

Citadel Advisors’s AlTi Global ALTI Stock Holding History

Citadel Advisors’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 		$157K Sell
43,279
-1,298
-3% -$5.48K ﹤0.01% 11644
2025
Q4 		$207K Buy
44,577
+9,183
+26% +$37.9K ﹤0.01% 10974
2025
Q3 		$126K Buy
+35,394
New +$147K ﹤0.01% 11667
2025
Q2 		– Sell
-67,294
Closed -$205K – 12383
2025
Q1 		$205K Buy
+67,294
New +$241K ﹤0.01% 10406
2023
Q1 		– Sell
-2,923,260
Closed -$29.2M – 14658
2022
Q4 		$29.2M Buy
2,923,260
+372
+0% +$3.71K 0.01% 1576
2022
Q3 		$29M Buy
2,922,888
+413,033
+16% +$4.09M 0.01% 1510
2022
Q2 		$24.7M Buy
2,509,855
+146,154
+6% +$1.44M 0.01% 1638
2022
Q1 		$23.3M Sell
2,363,701
-360,169
-13% -$3.56M ﹤0.01% 1813
2021
Q4 		$26.9M Buy
2,723,870
+227,692
+9% +$2.26M 0.01% 1709
2021
Q3 		$24.6M Buy
2,496,178
+1,620,223
+185% +$15.7M 0.01% 1772
2021
Q2 		$8.47M Buy
+875,955
New +$8.52M ﹤0.01% 3373

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

Citadel Advisors's ALTI Position: Q1 2026 in Review

Citadel Advisors reduced its AlTi Global (ALTI) stake by 2.9% in Q1 2026, selling an estimated $5.48K and leaving 43,279 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #11644.

Citadel Advisors first reported a position in ALTI in Q2 2021 and has held it in 11 quarters since. The position peaked at $29.2M in Q4 2022. 83 funds tracked by Wall St. Rank hold ALTI as of Q1 2026.

  • Citadel Advisors held 43,279 shares of AlTi Global worth $157K as of Q1 2026.
  • Citadel Advisors sold 1,298 AlTi Global shares in Q1 2026, an estimated $5.48K.
  • AlTi Global made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #11644 holding.
  • Citadel Advisors first reported a position in AlTi Global in Q2 2021 and has held it in 11 quarters since.
  • Citadel Advisors's AlTi Global position peaked at $29.2M in Q4 2022.
  • 83 funds tracked by Wall St. Rank held AlTi Global as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.