RFP
ALTI icon

Root Financial Partners’s AlTi Global ALTI Stock Holding History

Root Financial Partners’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 		$14 Buy
+4
New +$17 ﹤0.01% 3447

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

Root Financial Partners's ALTI Position: Q1 2026 in Review

Root Financial Partners opened a new position in AlTi Global (ALTI) in Q1 2026: 4 shares worth $14. The stake represents ﹤0.01% of the portfolio and ranks #3447 among its holdings.

83 funds tracked by Wall St. Rank hold ALTI as of Q1 2026.

  • Root Financial Partners held 4 shares of AlTi Global worth $14 as of Q1 2026.
  • AlTi Global was a new Root Financial Partners position in Q1 2026.
  • AlTi Global made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3447 holding.
  • 83 funds tracked by Wall St. Rank held AlTi Global as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.