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
Q2 		$895K Sell
247,895
-56,437
-19% -$195K ﹤0.01% 4081
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 $9.48B 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

Raymond James Financial's ALTI Position: Q2 2026 in Review

Raymond James Financial reduced its AlTi Global (ALTI) stake by 19% in Q2 2026, selling an estimated $195K and leaving 247,895 shares worth $895K. The position accounts for ﹤0.01% of the portfolio, ranked #4081.

Raymond James Financial first reported a position in ALTI in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.1M in Q1 2026. 76 funds tracked by Wall St. Rank hold ALTI as of Q2 2026.

  • Raymond James Financial held 247,895 shares of AlTi Global worth $895K as of Q2 2026.
  • Raymond James Financial sold 56,437 AlTi Global shares in Q2 2026, an estimated $195K.
  • AlTi Global made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4081 holding.
  • Raymond James Financial first reported a position in AlTi Global in Q2 2025 and has held it in 4 quarters since.
  • Raymond James Financial's AlTi Global position peaked at $1.1M in Q1 2026.
  • 76 funds tracked by Wall St. Rank held AlTi Global as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.