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Yorkville Advisors Global’s AlTi Global ALTI Stock Holding History

Yorkville Advisors Global’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
-773,000
Closed -$2.8M – 35
2026
Q1 		$2.8M Buy
773,000
+123,801
+19% +$523K 1.81% 7
2025
Q4 		$3.01M Buy
649,199
+201,699
+45% +$832K 1.9% 11
2025
Q3 		$1.59M Buy
+447,500
New +$1.86M 0.62% 11

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 $3.37T AUM 44.26% 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

Yorkville Advisors Global's ALTI Position: Q2 2026 in Review

Yorkville Advisors Global sold out of AlTi Global (ALTI) in Q2 2026, closing a stake of 773,000 shares — an estimated $2.8M sold.

Yorkville Advisors Global first reported a position in ALTI in Q3 2025 and held it in 3 quarters. The position peaked at $3.01M in Q4 2025. 76 funds tracked by Wall St. Rank hold ALTI as of Q2 2026.

  • Yorkville Advisors Global reported no remaining AlTi Global position as of Q2 2026 after selling out during the quarter.
  • Yorkville Advisors Global sold 773,000 AlTi Global shares in Q2 2026, an estimated $2.8M.
  • Yorkville Advisors Global first reported a position in AlTi Global in Q3 2025 and held it in 3 quarters.
  • Yorkville Advisors Global's AlTi Global position peaked at $3.01M in Q4 2025.
  • 76 funds tracked by Wall St. Rank held AlTi Global as of Q2 2026.

Based on Yorkville Advisors Global's 13F filing for Q2 2026, filed 6 Aug 2026.