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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
Q2 		$19.1K Buy
29,000
+13,000
+81% +$12.9K ﹤0.01% 1798
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

RCM
Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BSP
Benefit Street Partners New York $69.6M AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
IR
IAT Reinsurance New York $167M AUM 46% 1-Year Est. Return
AF
Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return

Kestra Private Wealth Services's MERC Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Mercer International (MERC) stake by 81% in Q2 2026, buying an estimated $12.9K and bringing the position to 29,000 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1798.

Kestra Private Wealth Services first reported a position in MERC in Q3 2025 and has held it in 4 quarters since. The position peaked at $38.9K in Q3 2025. 67 funds tracked by Wall St. Rank hold MERC as of Q2 2026.

  • Kestra Private Wealth Services held 29,000 shares of Mercer International worth $19.1K as of Q2 2026.
  • Kestra Private Wealth Services bought 13,000 Mercer International shares in Q2 2026, an estimated $12.9K.
  • Mercer International made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1798 holding.
  • Kestra Private Wealth Services first reported a position in Mercer International in Q3 2025 and has held it in 4 quarters since.
  • Kestra Private Wealth Services's Mercer International position peaked at $38.9K in Q3 2025.
  • 67 funds tracked by Wall St. Rank held Mercer International as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.