Larson Financial Group’s AlTi Global ALTI Stock Holding History

Larson Financial Group’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	$40	Hold	11	–	–	﹤0.01%	3553
2025 Q4	$51	Sell	11 -1,000	-99%	-$4.13K	﹤0.01%	3376
2025 Q3	$3.6K	Hold	1,011	–	–	﹤0.01%	2480
2025 Q2	$4.2K	Hold	1,011	–	–	﹤0.01%	2138
2025 Q1	$3.07K	Hold	1,011	–	–	﹤0.01%	2027
2024 Q4	$4.46K	Hold	1,011	–	–	﹤0.01%	1698
2024 Q3	$3.78K	Buy	1,011 +1,000	+9,091%	+$4.31K	﹤0.01%	1724
2024 Q2	$57	Buy	+11	New	+$53	﹤0.01%	2343
2024 Q1	–	Sell	-11	Closed	-$96	–	1786
2023 Q4	$96	Hold	11	–	–	﹤0.01%	1716
2023 Q3	$77	Hold	11	–	–	﹤0.01%	1669
2023 Q2	$84	Hold	11	–	–	﹤0.01%	1530
2023 Q1	$138	Buy	11 +1	+10%	+$10	﹤0.01%	1483
2022 Q4	$109	Hold	10	–	–	﹤0.01%	1453
2022 Q3	$0	Buy	+10	New	+$99	﹤0.01%	1289

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Larson Financial Group's ALTI Position: Q1 2026 in Review

Larson Financial Group held its AlTi Global (ALTI) position steady in Q1 2026 at 11 shares worth $40. The position accounts for ﹤0.01% of the portfolio, ranked #3553.

Larson Financial Group first reported a position in ALTI in Q3 2022 and has held it in 14 quarters since. The position peaked at $4.46K in Q4 2024. 83 funds tracked by Wall St. Rank hold ALTI as of Q1 2026.

Larson Financial Group held 11 shares of AlTi Global worth $40 as of Q1 2026.
Larson Financial Group left its AlTi Global share count unchanged in Q1 2026.
AlTi Global made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3553 holding.
Larson Financial Group first reported a position in AlTi Global in Q3 2022 and has held it in 14 quarters since.
Larson Financial Group's AlTi Global position peaked at $4.46K in Q4 2024.
83 funds tracked by Wall St. Rank held AlTi Global as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.