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Rothschild Investment LLC’s AlTi Global ALTI Stock Holding History

Rothschild Investment LLC’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 		$105 Buy
29
+17
+142% +$59 ﹤0.01% 3512
2026
Q1 		$43 Buy
12
+6
+100% +$25 ﹤0.01% 3473
2025
Q4 		$28 Buy
+6
New +$25 ﹤0.01% 3312

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's ALTI Position: Q2 2026 in Review

Rothschild Investment LLC increased its AlTi Global (ALTI) stake by 142% in Q2 2026, buying an estimated $59 and bringing the position to 29 shares worth $105. The position accounts for ﹤0.01% of the portfolio, ranked #3512.

Rothschild Investment LLC first reported a position in ALTI in Q4 2025 and has held it in 3 quarters since. 75 funds tracked by Wall St. Rank hold ALTI as of Q2 2026.

  • Rothschild Investment LLC held 29 shares of AlTi Global worth $105 as of Q2 2026.
  • Rothschild Investment LLC bought 17 AlTi Global shares in Q2 2026, an estimated $59.
  • AlTi Global made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3512 holding.
  • Rothschild Investment LLC first reported a position in AlTi Global in Q4 2025 and has held it in 3 quarters since.
  • 75 funds tracked by Wall St. Rank held AlTi Global as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.