Mercer Global Advisors’s CSP Inc CSPI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-10,282	Closed	-$119K	–	2871
2025 Q3	$119K	Buy	10,282 +4	+0%	+$47	﹤0.01%	2494
2025 Q2	$133K	Hold	10,278	–	–	﹤0.01%	2126
2025 Q1	$158K	Sell	10,278 -88,500	-90%	-$1.51M	﹤0.01%	2010
2024 Q4	$1.59M	Sell	98,778 -98,778	-50%	-$1.43M	﹤0.01%	906
2024 Q3	$2.52M	Hold	197,556	–	–	0.01%	701
2024 Q2	$2.94M	Buy	197,556 +108,778	+123%	+$1.62M	0.01%	600
2024 Q1	$1.64M	Hold	88,778	–	–	﹤0.01%	778
2023 Q4	$888K	Hold	88,778	–	–	﹤0.01%	1028
2023 Q3	$777K	Hold	88,778	–	–	﹤0.01%	1045
2023 Q2	$529K	Hold	88,778	–	–	﹤0.01%	1207
2023 Q1	$602K	Buy	88,778 +10,000	+13%	+$56.8K	﹤0.01%	1111
2022 Q4	$371K	Hold	78,778	–	–	﹤0.01%	1376
2022 Q3	$283K	Hold	78,778	–	–	﹤0.01%	1447
2022 Q2	$358K	Hold	78,778	–	–	﹤0.01%	1336
2022 Q1	$307K	Buy	78,778 +10,000	+15%	+$40.1K	﹤0.01%	1494
2021 Q4	$302K	Hold	68,778	–	–	﹤0.01%	1461
2021 Q3	$306K	Hold	68,778	–	–	﹤0.01%	1419
2021 Q2	$368K	Buy	+68,778	New	+$346K	﹤0.01%	1293

Other funds holding CSPI

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Mercer Global Advisors's CSPI Position: Q4 2025 in Review

Mercer Global Advisors sold out of CSP Inc (CSPI) in Q4 2025, closing a stake of 10,282 shares — an estimated $119K sold.

Mercer Global Advisors first reported a position in CSPI in Q2 2021 and held it in 18 quarters. The position peaked at $2.94M in Q2 2024. 43 funds tracked by Wall St. Rank hold CSPI as of Q4 2025.

Mercer Global Advisors reported no remaining CSP Inc position as of Q4 2025 after selling out during the quarter.
Mercer Global Advisors sold 10,282 CSP Inc shares in Q4 2025, an estimated $119K.
Mercer Global Advisors first reported a position in CSP Inc in Q2 2021 and held it in 18 quarters.
Mercer Global Advisors's CSP Inc position peaked at $2.94M in Q2 2024.
43 funds tracked by Wall St. Rank held CSP Inc as of Q4 2025.

Based on Mercer Global Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.