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Kestra Private Wealth Services’s Mercer International MERC Stock Holding History

Kestra Private Wealth Services’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
2026
Q1 		$22.7K Buy
16,000
+2,500
+19% +$4.77K ﹤0.01% 1734
2025
Q4 		$26.7K Hold
13,500
– – ﹤0.01% 1700
2025
Q3 		$38.9K Buy
+13,500
New +$44.5K ﹤0.01% 1642

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kestra Private Wealth Services's MERC Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Mercer International (MERC) stake by 19% in Q1 2026, buying an estimated $4.77K and bringing the position to 16,000 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

Kestra Private Wealth Services first reported a position in MERC in Q3 2025 and has held it in 3 quarters since. The position peaked at $38.9K in Q3 2025. 76 funds tracked by Wall St. Rank hold MERC as of Q1 2026.

  • Kestra Private Wealth Services held 16,000 shares of Mercer International worth $22.7K as of Q1 2026.
  • Kestra Private Wealth Services bought 2,500 Mercer International shares in Q1 2026, an estimated $4.77K.
  • Mercer International made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1734 holding.
  • Kestra Private Wealth Services first reported a position in Mercer International in Q3 2025 and has held it in 3 quarters since.
  • Kestra Private Wealth Services's Mercer International position peaked at $38.9K in Q3 2025.
  • 76 funds tracked by Wall St. Rank held Mercer International as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.