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Allworth Financial’s Mercer International MERC Stock Holding History

Allworth Financial’s Portfolio MERC Stock Details MERC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-87
Closed -$305 – 4988
2025
Q2 		$305 Buy
+87
New +$360 ﹤0.01% 4246
2024
Q1 		– Sell
-300
Closed -$2.84K – 3654
2023
Q4 		$2.84K Buy
+300
New +$2.69K ﹤0.01% 2517
2023
Q3 		– Sell
-156
Closed -$1.26K – 3498
2023
Q2 		$1.26K Buy
+156
New +$1.42K ﹤0.01% 2655

Other funds holding MERC

IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
AF
Atlas FRM Greenwich, Connecticut $1.53B AUM 14.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.23B AUM 15% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Allworth Financial's MERC Position: Q3 2025 in Review

Allworth Financial sold out of Mercer International (MERC) in Q3 2025, closing a stake of 87 shares — an estimated $305 sold.

Allworth Financial first reported a position in MERC in Q2 2023 and held it in 3 quarters. The position peaked at $2.84K in Q4 2023. 87 funds tracked by Wall St. Rank hold MERC as of Q3 2025.

  • Allworth Financial reported no remaining Mercer International position as of Q3 2025 after selling out during the quarter.
  • Allworth Financial sold 87 Mercer International shares in Q3 2025, an estimated $305.
  • Allworth Financial first reported a position in Mercer International in Q2 2023 and held it in 3 quarters.
  • Allworth Financial's Mercer International position peaked at $2.84K in Q4 2023.
  • 87 funds tracked by Wall St. Rank held Mercer International as of Q3 2025.

Based on Allworth Financial's 13F filing for Q3 2025, filed 2 Dec 2025.