Position in ISTR
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$2,360,709
New position
Shares Held
86,568
first reported quarter
Ownership
0.628%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026AlTi Global, Inc. holds $7,540,988 across 6 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
8,963 | $2,206,868 | |
| 2 | CVBF |
Cvb Financial Corp
|
89,158 | $2,010,512 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
25,489 | $1,786,013 | |
| 4 | NU |
Nu Holdings Ltd.
|
64,015 | $855,240 | |
| 5 | UBSI |
United Bankshares Inc/Wv
|
9,434 | $432,360 | |
| 6 | RF |
Regions Financial Corp
|
8,278 | $249,995 |
All Filings in ISTR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,360,709 | 86,568 | Shares | Defined | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||