Wells Fargo
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Wells Fargo’s AlTi Global ALTI Stock Holding History

Wells Fargo’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 		$59.2K Sell
16,352
-32,167
-66% -$136K ﹤0.01% 5387
2025
Q4 		$225K Buy
48,519
+15,885
+49% +$65.6K ﹤0.01% 5010
2025
Q3 		$116K Buy
32,634
+5,322
+19% +$22.1K ﹤0.01% 5243
2025
Q2 		$113K Buy
27,312
+6,196
+29% +$21.4K ﹤0.01% 5120
2025
Q1 		$64.2K Buy
21,116
+871
+4% +$3.12K ﹤0.01% 5315
2024
Q4 		$89.3K Buy
20,245
+4,764
+31% +$20.2K ﹤0.01% 5263
2024
Q3 		$57.9K Buy
15,481
+665
+4% +$2.87K ﹤0.01% 5292
2024
Q2 		$77.2K Buy
14,816
+7,756
+110% +$37.3K ﹤0.01% 5096
2024
Q1 		$40K Buy
7,060
+1,112
+19% +$6.86K ﹤0.01% 5345
2023
Q4 		$52.1K Buy
5,948
+1,695
+40% +$12.7K ﹤0.01% 5262
2023
Q3 		$29.6K Sell
4,253
-4,540
-52% -$33.7K ﹤0.01% 5434
2023
Q2 		$67.4K Buy
8,793
+8,634
+5,430% +$60.5K ﹤0.01% 5265
2023
Q1 		$1.99K Buy
+159
New +$1.6K ﹤0.01% 6220

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

Wells Fargo's ALTI Position: Q1 2026 in Review

Wells Fargo reduced its AlTi Global (ALTI) stake by 66% in Q1 2026, selling an estimated $136K and leaving 16,352 shares worth $59.2K. The position accounts for ﹤0.01% of the portfolio, ranked #5387.

Wells Fargo first reported a position in ALTI in Q1 2023 and has held it in 13 quarters since. The position peaked at $225K in Q4 2025. 83 funds tracked by Wall St. Rank hold ALTI as of Q1 2026.

  • Wells Fargo held 16,352 shares of AlTi Global worth $59.2K as of Q1 2026.
  • Wells Fargo sold 32,167 AlTi Global shares in Q1 2026, an estimated $136K.
  • AlTi Global made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #5387 holding.
  • Wells Fargo first reported a position in AlTi Global in Q1 2023 and has held it in 13 quarters since.
  • Wells Fargo's AlTi Global position peaked at $225K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held AlTi Global as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.