Citadel Advisors
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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
Q2 		– Sell
-43,279
Closed -$157K – 13617
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 $9.48B 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
BF
BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

Citadel Advisors's ALTI Position: Q2 2026 in Review

Citadel Advisors sold out of AlTi Global (ALTI) in Q2 2026, closing a stake of 43,279 shares — an estimated $157K sold.

Citadel Advisors first reported a position in ALTI in Q2 2021 and held it in 11 quarters. The position peaked at $29.2M in Q4 2022. 75 funds tracked by Wall St. Rank hold ALTI as of Q2 2026.

  • Citadel Advisors reported no remaining AlTi Global position as of Q2 2026 after selling out during the quarter.
  • Citadel Advisors sold 43,279 AlTi Global shares in Q2 2026, an estimated $157K.
  • Citadel Advisors first reported a position in AlTi Global in Q2 2021 and held it in 11 quarters.
  • Citadel Advisors's AlTi Global position peaked at $29.2M in Q4 2022.
  • 75 funds tracked by Wall St. Rank held AlTi Global as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.