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	–	Sell	-10,200	Closed	-$47.3K	–	12899
2025 Q4	$47.3K	Buy	+10,200	New	+$42.1K	﹤0.01%	12063

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 $3.37T AUM 44.26% 1-Year Est. Return

BCM

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

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.