RhumbLine Advisers
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RhumbLine Advisers’s AlTi Global ALTI Stock Holding History

RhumbLine Advisers’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 		$113K Sell
31,348
-657
-2% -$2.77K ﹤0.01% 3358
2025
Q4 		$148K Sell
32,005
-2,235
-7% -$9.22K ﹤0.01% 3307
2025
Q3 		$122K Sell
34,240
-1,034
-3% -$4.29K ﹤0.01% 3446
2025
Q2 		$146K Buy
35,274
+2,521
+8% +$8.69K ﹤0.01% 3388
2025
Q1 		$99.6K Sell
32,753
-535
-2% -$1.92K ﹤0.01% 3397
2024
Q4 		$147K Sell
33,288
-1,329
-4% -$5.64K ﹤0.01% 3345
2024
Q3 		$129K Sell
34,617
-2,826
-8% -$12.2K ﹤0.01% 3428
2024
Q2 		$195K Buy
37,443
+19,547
+109% +$94K ﹤0.01% 3235
2024
Q1 		$101K Buy
17,896
+1,126
+7% +$6.95K ﹤0.01% 3445
2023
Q4 		$147K Sell
16,770
-277
-2% -$2.08K ﹤0.01% 3322
2023
Q3 		$119K Buy
17,047
+1,208
+8% +$8.96K ﹤0.01% 3402
2023
Q2 		$121K Buy
+15,839
New +$111K ﹤0.01% 3443

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

RhumbLine Advisers's ALTI Position: Q1 2026 in Review

RhumbLine Advisers reduced its AlTi Global (ALTI) stake by 2.1% in Q1 2026, selling an estimated $2.77K and leaving 31,348 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #3358.

RhumbLine Advisers first reported a position in ALTI in Q2 2023 and has held it in 12 quarters since. The position peaked at $195K in Q2 2024. 83 funds tracked by Wall St. Rank hold ALTI as of Q1 2026.

  • RhumbLine Advisers held 31,348 shares of AlTi Global worth $113K as of Q1 2026.
  • RhumbLine Advisers sold 657 AlTi Global shares in Q1 2026, an estimated $2.77K.
  • AlTi Global made up ﹤0.01% of RhumbLine Advisers's portfolio in Q1 2026, its #3358 holding.
  • RhumbLine Advisers first reported a position in AlTi Global in Q2 2023 and has held it in 12 quarters since.
  • RhumbLine Advisers's AlTi Global position peaked at $195K in Q2 2024.
  • 83 funds tracked by Wall St. Rank held AlTi Global as of Q1 2026.

Based on RhumbLine Advisers's 13F filing for Q1 2026, filed 12 May 2026.