BARCLAYS PLC

Position in ALTI — AlTi Global, Inc.

CIK 312069 LONDON, X0

Position in ALTI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$28,385

-$3,054 QoQ

Shares Held

7,863

-9.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#52

of 75 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BARCLAYS PLC holds $2,405,351,736 across 73 Asset Management names. ALTI ranks #57 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	3,873,975	$455,850,636
2	BLK	BlackRock, Inc.	297,755	$286,309,295
3	APO	Apollo Global Management, Inc.	2,398,001	$283,707,498
4	STT	State Street Corp	973,339	$165,078,293
5	KKR	KKR & Co. Inc.	1,576,480	$144,689,333
6	AMP	Ameriprise Financial Inc	301,275	$138,212,916
7	BEN	Franklin Resources Inc	4,042,708	$134,500,893
8	RJF	Raymond James Financial Inc	797,506	$121,244,835

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,385	7,863	-9.5%	Shares	Defined	2026-08-14
2026-03-31	$31,439	8,685	-87.1%	Shares	Defined	2026-05-15
2025-12-31	$313,510	67,567	+11.6%	Shares	Sole	2026-02-13
2025-09-30	$215,578	60,556	-16.1%	Shares	Sole	2026-03-31
2025-06-30	$299,576	72,187	+103.9%	Shares	Sole	2026-02-27
2025-03-31	$107,646	35,410	-31.7%	Shares	Sole	2026-03-17
2024-12-31	$228,764	51,874	+16.7%	Shares	Sole	2026-03-19
2024-09-30	$166,269	44,457	+264.8%	Shares	Sole	2026-03-31
2024-06-30	$63,499	12,188	-46.0%	Shares	Sole	2026-03-23
2024-03-31	$127,768	22,574	-39.1%	Shares	Sole	2026-03-24
2023-12-31	$324,882	37,087	+362.9%	Shares	Sole	2026-03-24
2023-09-30	$55,763	8,012	+1.9%	Shares	Sole	2026-03-26
2023-06-30	$60,238	7,864	—	Shares	Sole	2026-03-27
No filing history on record for this holder in this stock.