Mercer Global Advisors’s Liberty All-Star Growth Fund ASG Stock Holding History

Mercer Global Advisors’s Portfolio ASG Stock Details ASG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$160K	Buy	29,265 +1,846	+7%	+$9.64K	﹤0.01%	3320
2026 Q1	$130K	Sell	27,419 -12,231	-31%	-$62.9K	﹤0.01%	2954
2025 Q4	$210K	Buy	39,650 +333	+0.8%	+$1.8K	﹤0.01%	2530
2025 Q3	$218K	Buy	39,317 +21,546	+121%	+$119K	﹤0.01%	2325
2025 Q2	$97.2K	Buy	17,771 +1,740	+11%	+$8.8K	﹤0.01%	2161
2025 Q1	$78.4K	Buy	+16,031	New	+$86.7K	﹤0.01%	2072
2024 Q4	–	Sell	-447,436	Closed	-$2.5M	–	2123
2024 Q3	$2.5M	Sell	447,436 -13,793	-3%	-$74.3K	0.01%	709
2024 Q2	$2.46M	Buy	461,229 +443,269	+2,468%	+$2.32M	0.01%	668
2024 Q1	$99K	Buy	17,960 +3,499	+24%	+$18.7K	﹤0.01%	1855
2023 Q4	$76K	Buy	+14,461	New	+$71.4K	﹤0.01%	1929

Other funds holding ASG

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

RPO LLC Stamford, Connecticut $30.4M AUM 3.41% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors's ASG Position: Q2 2026 in Review

Mercer Global Advisors increased its Liberty All-Star Growth Fund (ASG) stake by 6.7% in Q2 2026, buying an estimated $9.64K and bringing the position to 29,265 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #3320.

Mercer Global Advisors first reported a position in ASG in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.5M in Q3 2024. 81 funds tracked by Wall St. Rank hold ASG as of Q2 2026.

Mercer Global Advisors held 29,265 shares of Liberty All-Star Growth Fund worth $160K as of Q2 2026.
Mercer Global Advisors bought 1,846 Liberty All-Star Growth Fund shares in Q2 2026, an estimated $9.64K.
Liberty All-Star Growth Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #3320 holding.
Mercer Global Advisors first reported a position in Liberty All-Star Growth Fund in Q4 2023 and has held it in 10 quarters since.
Mercer Global Advisors's Liberty All-Star Growth Fund position peaked at $2.5M in Q3 2024.
81 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.