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Permanens Capital’s AlTi Global ALTI Stock Holding History

Permanens Capital’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 		$299K Buy
82,581
+4,764
+6% +$20.1K 0.04% 74
2025
Q4 		$361K Hold
77,817
– – 0.05% 68
2025
Q3 		$277K Hold
77,817
– – 0.04% 50
2025
Q2 		$323K Buy
+77,817
New +$268K 0.04% 60

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

Permanens Capital's ALTI Position: Q1 2026 in Review

Permanens Capital increased its AlTi Global (ALTI) stake by 6.1% in Q1 2026, buying an estimated $20.1K and bringing the position to 82,581 shares worth $299K. The position accounts for 0.04% of the portfolio, ranked #74.

Permanens Capital first reported a position in ALTI in Q2 2025 and has held it in 4 quarters since. The position peaked at $361K in Q4 2025. 83 funds tracked by Wall St. Rank hold ALTI as of Q1 2026.

  • Permanens Capital held 82,581 shares of AlTi Global worth $299K as of Q1 2026.
  • Permanens Capital bought 4,764 AlTi Global shares in Q1 2026, an estimated $20.1K.
  • AlTi Global made up 0.04% of Permanens Capital's portfolio in Q1 2026, its #74 holding.
  • Permanens Capital first reported a position in AlTi Global in Q2 2025 and has held it in 4 quarters since.
  • Permanens Capital's AlTi Global position peaked at $361K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held AlTi Global as of Q1 2026.

Based on Permanens Capital's 13F filing for Q1 2026, filed 15 May 2026.