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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
Q2 		$90.3K Hold
25,000
– – ﹤0.01% 645
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 $9.48B 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

F.L. Putnam Investment Management's ALTI Position: Q2 2026 in Review

F.L. Putnam Investment Management held its AlTi Global (ALTI) position steady in Q2 2026 at 25,000 shares worth $90.3K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

F.L. Putnam Investment Management first reported a position in ALTI in Q1 2025 and has held it in 6 quarters since. The position peaked at $116K in Q4 2025. 75 funds tracked by Wall St. Rank hold ALTI as of Q2 2026.

  • F.L. Putnam Investment Management held 25,000 shares of AlTi Global worth $90.3K as of Q2 2026.
  • F.L. Putnam Investment Management left its AlTi Global share count unchanged in Q2 2026.
  • AlTi Global made up ﹤0.01% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #645 holding.
  • F.L. Putnam Investment Management first reported a position in AlTi Global in Q1 2025 and has held it in 6 quarters since.
  • F.L. Putnam Investment Management's AlTi Global position peaked at $116K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held AlTi Global as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.