Raymond James Financial
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Raymond James Financial’s AlTi Global ALTI Stock Holding History

Raymond James 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
2026
Q1 		$1.1M Buy
304,332
+121,180
+66% +$512K ﹤0.01% 3780
2025
Q4 		$850K Buy
+183,152
New +$756K ﹤0.01% 3888
2025
Q3 		– Sell
-2,500
Closed -$10.4K – 5014
2025
Q2 		$10.4K Buy
+2,500
New +$8.62K ﹤0.01% 5911

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

Raymond James Financial's ALTI Position: Q1 2026 in Review

Raymond James Financial increased its AlTi Global (ALTI) stake by 66% in Q1 2026, buying an estimated $512K and bringing the position to 304,332 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #3780.

Raymond James Financial first reported a position in ALTI in Q2 2025 and has held it in 3 quarters since. 83 funds tracked by Wall St. Rank hold ALTI as of Q1 2026.

  • Raymond James Financial held 304,332 shares of AlTi Global worth $1.1M as of Q1 2026.
  • Raymond James Financial bought 121,180 AlTi Global shares in Q1 2026, an estimated $512K.
  • AlTi Global made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3780 holding.
  • Raymond James Financial first reported a position in AlTi Global in Q2 2025 and has held it in 3 quarters since.
  • 83 funds tracked by Wall St. Rank held AlTi Global as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.