Mercer Global Advisors’s Flaherty & Crumrine Total Return Fund FLC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.69K	Buy	+100	New	+$1.69K	﹤0.01%	5624

Other funds holding FLC

SIA

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

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

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

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

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

Ceera Investments Bellaire, Texas $236M AUM 1.22% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

Mercer Global Advisors opened a new position in Flaherty & Crumrine Total Return Fund (FLC) in Q2 2026: 100 shares worth $1.69K. The stake represents ﹤0.01% of the portfolio and ranks #5624 among its holdings.

40 funds tracked by Wall St. Rank hold FLC as of Q2 2026.

Mercer Global Advisors held 100 shares of Flaherty & Crumrine Total Return Fund worth $1.69K as of Q2 2026.
Flaherty & Crumrine Total Return Fund was a new Mercer Global Advisors position in Q2 2026.
Flaherty & Crumrine Total Return Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #5624 holding.
40 funds tracked by Wall St. Rank held Flaherty & Crumrine Total Return Fund as of Q2 2026.

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