Mercer Global Advisors’s Advent Convertible and Income Fund AVK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.6K	Buy	+1,957	New	+$24.6K	﹤0.01%	4689

Other funds holding AVK

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Mercer Global Advisors opened a new position in Advent Convertible and Income Fund (AVK) in Q2 2026: 1,957 shares worth $25.6K. The stake represents ﹤0.01% of the portfolio and ranks #4689 among its holdings.

97 funds tracked by Wall St. Rank hold AVK as of Q2 2026.

Mercer Global Advisors held 1,957 shares of Advent Convertible and Income Fund worth $25.6K as of Q2 2026.
Advent Convertible and Income Fund was a new Mercer Global Advisors position in Q2 2026.
Advent Convertible and Income Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #4689 holding.
97 funds tracked by Wall St. Rank held Advent Convertible and Income Fund as of Q2 2026.

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