LPL Financial’s Mercer International MERC Stock Holding History

LPL 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
2026 Q1	$23.5K	Hold	16,558	–	–	﹤0.01%	5859
2025 Q4	$32.8K	Buy	+16,558	New	+$34.9K	﹤0.01%	5755
2024 Q1	–	Sell	-39,087	Closed	-$371K	–	4986
2023 Q4	$371K	Buy	+39,087	New	+$351K	﹤0.01%	3914
2023 Q2	–	Sell	-14,761	Closed	-$144K	–	4645
2023 Q1	$144K	Buy	+14,761	New	+$166K	﹤0.01%	4129
2020 Q1	–	Sell	-10,400	Closed	-$128K	–	3350
2019 Q4	$128K	Sell	10,400 -3,635	-26%	-$44.4K	﹤0.01%	3194
2019 Q3	$176K	Buy	14,035 +76	+0.5%	+$960	﹤0.01%	3039
2019 Q2	$216K	Sell	13,959 -117	-0.8%	-$1.76K	﹤0.01%	2965
2019 Q1	$190K	Buy	14,076 +162	+1%	+$2.23K	﹤0.01%	2961
2018 Q4	$145K	Buy	+13,914	New	+$193K	﹤0.01%	2900

Other funds holding MERC

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 London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Atlas FRM Greenwich, Connecticut $1.53B AUM 14.94% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial's MERC Position: Q1 2026 in Review

LPL Financial held its Mercer International (MERC) position steady in Q1 2026 at 16,558 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #5859.

LPL Financial first reported a position in MERC in Q4 2018 and has held it in 9 quarters since. The position peaked at $371K in Q4 2023. 76 funds tracked by Wall St. Rank hold MERC as of Q1 2026.

LPL Financial held 16,558 shares of Mercer International worth $23.5K as of Q1 2026.
LPL Financial left its Mercer International share count unchanged in Q1 2026.
Mercer International made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5859 holding.
LPL Financial first reported a position in Mercer International in Q4 2018 and has held it in 9 quarters since.
LPL Financial's Mercer International position peaked at $371K in Q4 2023.
76 funds tracked by Wall St. Rank held Mercer International as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.