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F.L. Putnam Investment Management’s AlTi Global ALTI Stock Holding History

F.L. Putnam Investment Management’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 		$90.5K Hold
25,000
– – ﹤0.01% 566
2025
Q4 		$116K Hold
25,000
– – ﹤0.01% 584
2025
Q3 		$89K Hold
25,000
– – ﹤0.01% 574
2025
Q2 		$104K Hold
25,000
– – ﹤0.01% 573
2025
Q1 		$76K Buy
+25,000
New +$89.6K ﹤0.01% 561

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

F.L. Putnam Investment Management's ALTI Position: Q1 2026 in Review

F.L. Putnam Investment Management held its AlTi Global (ALTI) position steady in Q1 2026 at 25,000 shares worth $90.5K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

F.L. Putnam Investment Management first reported a position in ALTI in Q1 2025 and has held it in 5 quarters since. The position peaked at $116K in Q4 2025. 83 funds tracked by Wall St. Rank hold ALTI as of Q1 2026.

  • F.L. Putnam Investment Management held 25,000 shares of AlTi Global worth $90.5K as of Q1 2026.
  • F.L. Putnam Investment Management left its AlTi Global share count unchanged in Q1 2026.
  • AlTi Global made up ﹤0.01% of F.L. Putnam Investment Management's portfolio in Q1 2026, its #566 holding.
  • F.L. Putnam Investment Management first reported a position in AlTi Global in Q1 2025 and has held it in 5 quarters since.
  • F.L. Putnam Investment Management's AlTi Global position peaked at $116K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held AlTi Global as of Q1 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q1 2026, filed 5 May 2026.