Mercer Global Advisors
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Mercer Global Advisors’s Interactive Brokers IBKR Stock Holding History

Mercer Global Advisors’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.38M Buy
50,353
+8,401
+20% +$600K 0.01% 942
2025
Q4 		$2.7M Buy
41,952
+8,705
+26% +$583K ﹤0.01% 971
2025
Q3 		$2.29M Buy
33,247
+5,488
+20% +$345K ﹤0.01% 982
2025
Q2 		$1.54M Sell
27,759
-629
-2% -$29.8K ﹤0.01% 997
2025
Q1 		$1.18M Buy
28,388
+7,656
+37% +$379K ﹤0.01% 1057
2024
Q4 		$916K Sell
20,732
-7,164
-26% -$302K ﹤0.01% 1150
2024
Q3 		$964K Buy
27,896
+2,588
+10% +$80.1K ﹤0.01% 1031
2024
Q2 		$776K Buy
25,308
+1,292
+5% +$38.6K ﹤0.01% 1091
2024
Q1 		$671K Buy
24,016
+396
+2% +$9.86K ﹤0.01% 1131
2023
Q4 		$489K Buy
23,620
+5,980
+34% +$122K ﹤0.01% 1337
2023
Q3 		$382K Buy
17,640
+7,056
+67% +$157K ﹤0.01% 1388
2023
Q2 		$220K Sell
10,584
-764
-7% -$15.1K ﹤0.01% 1692
2023
Q1 		$234K Buy
+11,348
New +$231K ﹤0.01% 1646
2022
Q2 		– Sell
-12,256
Closed -$202K – 1867
2022
Q1 		$202K Buy
+12,256
New +$211K ﹤0.01% 1725

Other funds holding IBKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mercer Global Advisors's IBKR Position: Q1 2026 in Review

Mercer Global Advisors increased its Interactive Brokers (IBKR) stake by 20% in Q1 2026, buying an estimated $600K and bringing the position to 50,353 shares worth $3.38M. The position accounts for 0.01% of the portfolio, ranked #942.

Mercer Global Advisors first reported a position in IBKR in Q1 2022 and has held it in 14 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Mercer Global Advisors held 50,353 shares of Interactive Brokers worth $3.38M as of Q1 2026.
  • Mercer Global Advisors bought 8,401 Interactive Brokers shares in Q1 2026, an estimated $600K.
  • Interactive Brokers made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #942 holding.
  • Mercer Global Advisors first reported a position in Interactive Brokers in Q1 2022 and has held it in 14 quarters since.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.