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Integrated Wealth Concepts’s AlTi Global ALTI Stock Holding History

Integrated Wealth Concepts’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 		$842 Buy
+233
New +$806 ﹤0.01% 5570

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

Integrated Wealth Concepts's ALTI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in AlTi Global (ALTI) in Q2 2026: 233 shares worth $842. The stake represents ﹤0.01% of the portfolio and ranks #5570 among its holdings.

76 funds tracked by Wall St. Rank hold ALTI as of Q2 2026.

  • Integrated Wealth Concepts held 233 shares of AlTi Global worth $842 as of Q2 2026.
  • AlTi Global was a new Integrated Wealth Concepts position in Q2 2026.
  • AlTi Global made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5570 holding.
  • 76 funds tracked by Wall St. Rank held AlTi Global as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.