HRT Financial’s AlTi Global ALTI Stock Holding History

HRT Financial’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
2025 Q4	–	Sell	-13,458	Closed	-$47K	–	3118
2025 Q3	$47K	Buy	+13,458	New	+$55.8K	﹤0.01%	2608
2023 Q2	–	Sell	-19,865	Closed	-$249K	–	2405
2023 Q1	$249K	Buy	+19,865	New	+$200K	﹤0.01%	1824

Other funds holding ALTI

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HRT Financial's ALTI Position: Q4 2025 in Review

HRT Financial sold out of AlTi Global (ALTI) in Q4 2025, closing a stake of 13,458 shares — an estimated $47K sold.

HRT Financial first reported a position in ALTI in Q1 2023 and held it in 2 quarters. The position peaked at $249K in Q1 2023. 76 funds tracked by Wall St. Rank hold ALTI as of Q4 2025.

HRT Financial reported no remaining AlTi Global position as of Q4 2025 after selling out during the quarter.
HRT Financial sold 13,458 AlTi Global shares in Q4 2025, an estimated $47K.
HRT Financial first reported a position in AlTi Global in Q1 2023 and held it in 2 quarters.
HRT Financial's AlTi Global position peaked at $249K in Q1 2023.
76 funds tracked by Wall St. Rank held AlTi Global as of Q4 2025.

Based on HRT Financial's 13F filing for Q4 2025, filed 12 Feb 2026.