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 Q2	–	Sell	-4	Closed	-$14	–	521
2026 Q1	$14	Buy	+4	New	+$17	﹤0.01%	3447

Other funds holding ALTI

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

Root Financial Partners's ALTI Position: Q2 2026 in Review

Root Financial Partners sold out of AlTi Global (ALTI) in Q2 2026, closing a stake of 4 shares — an estimated $14 sold.

Root Financial Partners first reported a position in ALTI in Q1 2026 and held it in 1 quarter. The position peaked at $14 in Q1 2026. 75 funds tracked by Wall St. Rank hold ALTI as of Q2 2026.

Root Financial Partners reported no remaining AlTi Global position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 4 AlTi Global shares in Q2 2026, an estimated $14.
Root Financial Partners first reported a position in AlTi Global in Q1 2026 and held it in 1 quarter.
Root Financial Partners's AlTi Global position peaked at $14 in Q1 2026.
75 funds tracked by Wall St. Rank held AlTi Global as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.