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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
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 $9.02B 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

Rothschild Investment LLC's ALTI Position: Q1 2026 in Review

Rothschild Investment LLC increased its AlTi Global (ALTI) stake by 100% in Q1 2026, buying an estimated $25 and bringing the position to 12 shares worth $43. The position accounts for ﹤0.01% of the portfolio, ranked #3473.

Rothschild Investment LLC first reported a position in ALTI in Q4 2025 and has held it in 2 quarters since. 83 funds tracked by Wall St. Rank hold ALTI as of Q1 2026.

  • Rothschild Investment LLC held 12 shares of AlTi Global worth $43 as of Q1 2026.
  • Rothschild Investment LLC bought 6 AlTi Global shares in Q1 2026, an estimated $25.
  • AlTi Global made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3473 holding.
  • Rothschild Investment LLC first reported a position in AlTi Global in Q4 2025 and has held it in 2 quarters since.
  • 83 funds tracked by Wall St. Rank held AlTi Global as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.